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IFA Newsletter June 2023

IFA Newsletter June 2023

FT Adviser have recently published an article written by our own Managing Director Tim Flippance with the self-explanatory title “Factors to consider when clients are considering a DB transfer”. Read this article and claim 30 minutes CPD

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IFA Newsletter February 2023

IFA Newsletter February 2023

Roundup of latest news for Introducing IFAs. Transfer Values, Seminars, Case Referrals – Small Transfer Values, Overseas Clients and our new website.

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FCA Clamping Down on Bad DB Pension Advice

FCA Clamping Down on Bad DB Pension Advice

Over the past few months there has been a lot of noise in the press about defined benefit pension transfer advice. The FCA are concerned that consumers are receiving bad advice from advisers when it comes to making decisions on transfers out of their defined benefit...

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MP’s pushed to launch pension scams inquiry

MP’s pushed to launch pension scams inquiry

There are increasing calls for the work and pensions select committee to launch an inquiry into pension scams. The introduction of Pension Freedom in 2015 has seen a huge increase in consumers falling victims of pension transfer scams, with many losing their entire...

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FCA Ban Defined Benefit Pension Transfer Contingency Charging

The FCA has announced a ban of Contingency Charging for Defined Benefit Pension Transfer, which will come into force on 1st October 2020. This long awaited announcement follows on from the FCA’s CP19/25 consultation launched in July 2019. It comes as no surprise for...

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Defined Benefit Pension Transfer PI Cover Halts Advisers

Defined Benefit Pension Transfer PI Cover Halts Advisers

The Personal Finance Society say Financial Advisers are leaving the Defined Benefit Pension Transfer market in their droves due to the lack of affordable professional indemnity cover. The Underwriters for DB Pension Transfer PI cover have been spooked by the risk of...

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The Impact of Coronavirus on Pensions

The Impact of Coronavirus on Pensions

The impact of the Coronavirus on the pension industry has been widespread, ruthless and relentless; from the law makers, regulators, trustees, employers, pension funds to scheme members. As the country goes into self isolation and chaos ensues we try to make sense of...

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