Member firms, particularly platforms, may be interested in this policy statement which deals with the transfer of assets between platforms. This is not specific to pension assets but all assets that a platform might have control over including those sitting in an ISA or GIA. The paper may be of interest in helping to understand what the FCA is seeking to achieve in terms of improving how assets are transferred and the speed at which they are transferred between providers.
AJ Bell Management Limited Full Member
SIPP AdministrationSIPP AdministratorSIPP Operator/EstablisherSIPP Professional TrusteeSSAS AdministratorSSAS Professional Trustee
Services Provided
- SIPP Administration
- SIPP Administrator
- SIPP Operator/Establisher
- SIPP Professional Trustee
- SSAS Administrator
- SSAS Professional Trustee
Address
4 Exchange Quay
Salford Quays
Manchester
M5 3EE
Contact
- Email: enquiry@ajbell.co.uk
- Telephone: 0845 40 89 100
- Website: http://www.ajbell.co.uk
- Fax: 0845 40 89 200
- AMPS Membership Number: AMPS26