Example Pension Switching Suitability Report

Discover how to present your recommendations clearly and compliantly

Pension Switch Report

In 2008 pension switching was the subject of a thematic review, and since then both the FSA and FCA have issued a considerable amount of guidance regarding pension switching and the best practice they expect to see. This example suitability report:

  • Addresses the points raised in the FCA’s Pension Switching Advice Suitability Assessment Template.
  • Reflects the guidance issued by the FCA in respect to replacement business.
  • Meets the requirements of RU64.
  • Complements the output of third party pension analysis tools.
  • Demonstrates how to clearly present the justification for your advice in a manner that is compliant, succinct and client-friendly.

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