Five ways international pension transfers are changing
By Will Grahame-Clarke, 14 May 18
Pension transfers are “good business for good advisers”, according to Old Mutual Wealth, which has produced a five step best practice guide for international advisers.
The pension transfer specialist must now check “the entirety and completeness” of the advice, Denton added.
The specialist must know “every piece of information” about that client including the impact of that client living in that overseas environment.
“How many of those pension transfer specialists are going to have that specialist knowledge you (the adviser) have from many years?” observed Denton.