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Displaying items by tag: DB transfers

The Personal Finance Society wants the Government to impose a ‘seven basis points’ levy on funds under management per year as a solution to FSCS funding problems. 
Published in Articles
The Financial Conduct Authority has today proposed a ban on contingent charging on pension transfers and reaffirmed its view that DB transfers should be considered unsuitable unless there is a good reason to transfer.
Published in Articles
Financial advisers say they are experiencing an increase in insistent clients disagreeing with their recommendations on defined benefit pension transfers.
Published in Articles
Thursday, 03 August 2017 10:34

Standard Life says Partial DB option is a must

Standard Life has called for the partial transfer option to be a mandatory part of DB transfer advice.
Published in Articles
I have just finished AJ Bell’s annual tour of the UK where a host of lucky advisers got to hear me talk about the current key pension issues.
Published in Comment and Blogs
The FCA has fined a compliance oversight officer for pension transfer failings after about 500 customers with pensions worth £12.7million were advised to move from a DB to DC scheme.
Published in Articles
Pension experts, including the former Pensions Minister have backed the scrapping of ‘outdated’ guidance on DB transfers, saying that change was “long overdue” and the regulatory framework was “past its sell-by date”.
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Monday, 24 April 2017 12:10

Sipp firm reports skyrocketing DB transfers

The number of DB transfers completed in the first three months of 2017 increased 166%, a Sipps firm has revealed.
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