Guide to group personal pensions
Description:
This guide is aimed at IFAs who are promoting and advising on group personal pensions in the workplace, either on a “direct offer” basis or a “focused advice” basis.
Document last updated November 2011
Abstract:
It is important for the protection of the client(s), and the adviser that correct procedures are followed in this type of advice as both the FSA and the pensions regulator have a role to play in relation to these schemes. Please note that “trust-based” schemes such as CIMP/COMP/SSAS and final salary/defined benefit schemes are not covered by this guide.
Schemes covered are:
Group personal pensions (GPPs)
Group self-invested personal pensions (group SIPPS)
Group stakeholder pensions
Group switches of any of the above schemes
£54.00