LIA - investment qualification of advisor concerning?

Sarah Ryan said:

No, there is no charging and no restrictions.

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Sarah Ryan said:

SL do not charge for any switches - it's a claus in the T&C to protect if they wanted to implement it in the future.
There is no limit on how many switches you can do per year.

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Steven Barrett said:

According to Standard Life they do. PRSAs don't as the charge has to be given as a percentage charge.

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Sarah Ryan said:

I can tell you they don't.
I understand it's in the literature, it's misleading. But they don't.

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Steven Barrett said:

It's not a hill I am going to die on Sarah. I never have clients making 12 switches in a year.

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