Concerns are mounting over the number of orphaned clients post-RDR after the FSA said a customer's new adviser could inherit their existing trail commission.
Advisers say they may be forced to end the relationship if the client is unwilling to pay a supplementary adviser charge on top of the inherited legacy trail. An additional charge may be necessary if,...
Adds £850k revenue
Our regular video series continues
Transactions monitored by advisers
Follows acquisition of Arton Bank
Applies to all pension policies