Defined Benefit Pension Transfers: What should firms be doing?
Play • 40 min

Following his interview with Baroness Ros Altmann, Zein is joined by Paul Dyer and Andy Sutherland, to continue the discussion on Defined Benefit Pension Transfers.

As the regulator takes a more interventionist approach, we consider what this means for advisers, firms, and the advice industry as a whole. We talk through pro-active steps and actions firms should be taking to get ahead of regulatory expectations.

With stories of bad practice hitting the headlines and the FCA supporting consumers with their advice checker tool, Zein and guests also consider what consumers should be doing right now if they've transferred out of their Defined Benefit Pension.

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