Related provisions for COBS 19.4.3
1 - 4 of 4 items.
4At least six weeks before the retail client’s intended retirement date the firm must:(1) remind the client about the open market options statement;(2) tell the client what sum of money will be available to exercise open market options;(3) provide the client with a clear and prominent statement recommending that the client uses the pensions guidance and that appointments are available;5 and(4) recommend that the client seeks appropriate guidance or advice to understand their options