Скачать или смотреть FCA Scam Rules & Final Salary Pension Transfers | Top Mistakes | Cameron James

Transferring your Final Salary Pension should be approached with extreme cautious. There are a lot of due diligence that must be completed before you can transfer your Final Salary Pension. Particularly, if your DB pension value is more than £30,000, the FCA requires you to take advice from an FCA-regulated Independent Financial Adviser.

The time that is needed to transfer DB pension can take up to six months. Not to mention that when you have missing or incorrect details, the new DWP flagging system can postpone or even cancel your statutory right to transfer your Final Salary Pension, at worst.

In this video, Dominic James Murray will explain thoroughly all the FCA rules regarding Final Salary Pension Transfer and the Top Mistakes that often happen.

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Video Timestamp:
00:00 - Intro
00:22 - Work with FCA-regulated IFA
00:59 - Are you an insisting client?
01:52 - Can the firm you're working with facilitate your transfer?
02:35 - Limit the number of mistakes on your paperwork
03:47 - How Cameron James deals with UK ceding schemes
04:32 - The Money Advice Pension Service
05:30 - How these tips can help to speed up your CETV
05:47 - The current CETV values
06:11 - Outro
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Dominic James Murray, CEO and Senior Independent Financial Advisor of Cameron James. Helping expats in 23 countries for over 10 years (including the USA and non-UK residents):

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#money #finance #advice #FinalSalaryPensionTransfer

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