Page | 1 Case study: Pension Switching Remediation We were selected via a competitive tender in 2010 to deliver all aspects of a pension switching review for a major retail bank. The project started as a review of advice provided to circa 4,000 individuals subsequent to ‘Pensions Simplification’ on 6th April 2006 (A-Day). The population grew to approximately 10,000 cases after a sampling exercise on pre A-Day cases highlighted a

Join for free to read