Example Pension Switching Suitability Report
Discover how to present your recommendations clearly and compliantly
In 2008 pension switching was the subject of a thematic review, and since then both the FSA and FCA have issued a considerable amount of guidance regarding pension switching and the best practice they expect to see. This example suitability report:
- Addresses the points raised in the FCA’s Pension Switching Advice Suitability Assessment Template.
- Reflects the guidance issued by the FCA in respect to replacement business.
- Meets the requirements of RU64.
- Complements the output of third party pension analysis tools.
- Demonstrates how to clearly present the justification for your advice in a manner that is compliant, succinct and client-friendly.
Download your free example pension switching suitability report now by filling out the form to the right.
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