Pension switching and drawdown to feature in next Yellow Paper
We'll be releasing a new Yellow Paper, exclusively for our clients, in late April covering the topics of pension switching and drawdown pension.
Applying insights gathered from the recent Financial Conduct Authority's (FCA) Positive Compliance sessions, this will be the second in our occasional series of Yellow Papers that are designed to provide our clients with observations and insights about our marketplace.
Our first Yellow Paper - on the question of providing evidence of independence (pictured right) - was published in February 2013.
Yellow Papers are The Paraplanners' way of offering our clients a perspective on topics which, though they may not easily fit into the daily cut-and-thrust of our work, are trends and issues that we think have the potential to influence professional advice.