DB transfers
Displaying items by tag: DB transfers
Monday, 26 March 2018 12:59
FCA consider contingent charging ban for DB transfers
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
Tagged under
Friday, 13 October 2017 08:37
Sipp provider warns of growth in 'insistent' transfer clients
Financial advisers say they are experiencing an increase in insistent clients disagreeing with their recommendations on defined benefit pension transfers.
Published in
Articles
Tagged under
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
Tagged under
Wednesday, 26 July 2017 10:47
Mike Morrison: FCA DB transfer plans fail to cover contingent charging
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
Tagged under
Thursday, 20 July 2017 10:22
FCA fines compliance officer over 500 DB transfers
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
Tagged under
Wednesday, 28 June 2017 12:11
DB transfer attitude ‘outdated, past sell-by date’
Pension experts, including the former Pensions Minister have backed the scrapping of ‘outdated’ guidance on DB transfers, saying that change was “long overdue” and the regulatory framework was “past its sell-by date”.
Published in
Articles
Tagged under
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.
Published in
Articles
Tagged under