FCA Guidance on pension freedom and insistent clients
May 2016
Understand our position on insistent clients, following the pension reforms in 2015.
The Handbook does not refer to insistent clients and there are no rules or guidance specifically about this. In practice, there may be occasions where the client wishes to take a different course of action from the one you recommend and wants you to facilitate the transaction against your advice. When a client does this they are commonly referred to as an insistent client