A 30 minute watch.

In this video Rory Percival talks to Lee Robertson about the recent output from The FCA on pension transfers. He offers his opinions on guidance, key actions advisers can take, opines on fact-finding skills and adding colour to client discussions, paraplanning, incentives for improved behaviours and a whole lot more.

As ever, Rory offers key information which will be valuable to all paraplanners and advisers whether or not they are involved in pension transfer work.

We are very grateful to Rory for his time and you may also wish to read his recently contributed article on the same subject.