FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Provides quotes for SME group clients
'Don't let people sleepwalk into retirement'
FOS upheld 17 complaints
'Further action required'
25 pension transfer claims
'Doesn't work with modern life'
FOS received 123 complaints in FY22/23
Starting in Q4 2022
Three SIPP investment claims
'One in two adults at risk of financial vulnerability'