- Parent Category: Articles
The FSCS has declared pension transfer adviser Portal Financial Services LLP (FRN501272) as failed after the firm went into compulsory liquidation following a string of complaints.
Read more: Nearly dozen pension transfer advisers fail this year
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Chartered Financial Planner Darren Antony Reynolds has been banned from being a director for 13 years for pension transfer failings which resulted in clients losing £24 from their pensions.
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Read more: FCA launches intergenerational finance discussion paper
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The man known as the godfather of Sipps, John Moret, recently set up his own consultancy to help advise providers and advisers. After a long career in the Sipps market, we asked “Mr Sipp” to share his thoughts on the way ahead and how Sipps fit within the Financial Planning profession.