In a Dear CEO letter issued on 22 March to pension providers the FCA appear to imply that the role of a pension provider is now as a gatekeeper for defined benefit transfers. 

Chloe Moran recently shared her daily stresses as a Paraplanner, many of with which I could identify. I think it’s healthy to talk about these things; laying them out on the table can be a cathartic exercise resulting in positive change.

Financial Planning Today’s story this week revealing that more than 600 ‘ambulance chaser’ firms had applied to the FCA for authorisation will have sent shivers down the spine of many planners, IFAs and wealth managers.