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.

Download your free example pension switching suitability report now by filling out the form to the right.

Why do I need to fill out the information requested?

We ask for this information in exchange for a valuable resource in order to:

  • Send  the information you have requested to you by email;
  • Improve your experience by personalising the Genovo site and our communications to your needs;
  • Send you marketing communications by email or other means that we think may be of value to you.

We will always keep your personal information safe. You can read more about our privacy policy here.

Get your example report

We respect your privacy. Your details will never be sold or shared. By clicking the blue button and submitting your personal data, you consent to receiving email communications from Genovo. You can opt-out of receiving further email communications at any time by click the "unsubscribe" link at the bottom of any email you receive from us. You can read more about our privacy policy here.