DB transfers
Displaying items by tag: DB transfers
Thursday, 13 December 2018 09:42
SIPP provider James Hay client wins plummet 22%
Client wins at James Hay fell by 22% in the first 10 months of the year according to parent company IFG’s latest trading update.
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Tuesday, 13 November 2018 12:01
Experts welcome DWP consultation on DB pensions consolidation market
XPS Pensions Group has welcomed a proposed consultation from the Department for Work and Pensions (DWP) on DB pension scheme consolidation.
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Wednesday, 03 October 2018 12:53
CISI conference hears expert lessons from BSPS debacle
The CISI Annual Financial Planning Conference heard yesterday from an expert panel that many lessons can be learned from the BSPS debacle and more must be done to stop a repeat.
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Friday, 14 September 2018 14:37
FCA’s Chris Hewitt explains regulatory changes to DB transfer rules
The FCA’s Chris Hewitt went into detail about new rules governing DB transfers at yesterday’s Paraplanners Powwow.
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Monday, 03 September 2018 16:55
‘Huge variations’ in how firms ‘triage’ pension transfers
A survey of around 400 financial advisers has found “huge variations” in the way firms carry out an initial ‘triage’ process when clients ask about pension transfers.
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Wednesday, 06 June 2018 11:33
Dispute over ‘mandatory’ cashflow modelling for DB transfers
A dispute over whether cashflow modelling is to become “effectively mandatory” for DB transfers has broken out between a software firm and the FCA.
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Wednesday, 06 June 2018 11:30
Chartered Financial Planner's new firm issues transfer warning
A new firm, Pension Advice Specialists (PAS), which offers advice on pension transfers has warned of a gap in the availability of guidance.
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Tuesday, 05 June 2018 16:09
Mattioli Woods stops providing DB transfer advice
Mattioli Woods is to cease providing pension transfer advice to individuals with safeguarded benefits and is now undertaking a full review.
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Friday, 25 May 2018 12:57
PIMFA urges rethink on contingent charging ban
PIMFA has defended contingent charging in a robust response to the FCA’s consultation on improving the quality of pension transfer advice.
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Wednesday, 23 May 2018 14:41
Expert reveals risk of whistleblowing in BSPS debacle
A pensions expert has spoken of the personal risks he faced when helping members of the BSPS pension scheme affected by the recent transfer debacle.
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