Displaying items by tag: pension transfer
Tuesday, 09 January 2024 11:48
FCA warns 'reckless' pension transfer specialist of action
The FCA has issued a warning notice to a pension adviser it has branded “reckless” after they gave unsuitable advice to customers to transfer out of their DB scheme over a four year period.
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Tuesday, 15 September 2020 15:14
Lisa Webster: Staveley verdict needs further guidance
I last wrote about Mrs Staveley in my blog of June 2019, and the name will be familiar to many. Mrs Staveley passed away back in December 2006 having transferred her pension just a few weeks earlier while in full knowledge of her terminal illness.
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Wednesday, 07 February 2018 12:25
Ex-adviser who lost £30k wins pension transfer complaint
An ex-adviser who turned client and says he lost £30,000 due to a pension transfer delay has been successful in his complaint against Intrinsic Financial Planning.
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