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The ombudsman has ruled against an advisory firm over a Sipp transfer for which the introducer was unregulated, despite “limited evidence” it was providing advice.
AMPS held its annual conference on 23 May with a range of expert guest speakers.
Advisers will be asked to tell clients that the annuity they are being recommended may not produce the best annual income if the firm lacks details of all market rates.
The Pensions and Lifetime Savings Association has revealed its new chairman.
As is to be expected, a lot of the conversations that I have recently had with advisers have centred around defined benefit (DB) transfers.
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