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Financial Adviser Explains: What You Need to Know About Transferring Your UK Pension Abroad - with Jess Rooney

Hoxton Life

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Navigating UK Pension Transfers Abroad

This chapter examines the essential steps in advising clients on transferring their UK pensions overseas, highlighting the necessity of thorough fact-finding sessions. It discusses the distinctions between abridged and full advice, the importance of regulatory compliance, and the ethical responsibilities of financial advisors.

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