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December 4, 2024

The Critical Role of Suitability Reports in Transfer Due Diligence

December 4, 2024
The Critical Role of Suitability Reports in Transfer Due Diligence Executive Summary The financial services industry faces unprecedented scrutiny over pension transfer due diligence. This paper examines why collecting and reviewing suitability reports is not just best practice but essential for SIPP providers. Key findings show that providers who implement robust suitability report reviews can...
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