Defining Broken Transfers: How should the advice sector handle insistent clients?
Summer series continues
If all advisers avoid insistent transfer clients and deny them what they want, then there goes a theory that eventually their fate will end up in the hands of those more unscrupulous. So, how does the advice sector as a whole deal with these determined clients?
Insistent clients are big business in the world of defined benefit (DB) transfer advice. So big, in fact, some 9,534 insistent clients were transferred out of DB schemes between April 2015 and September...
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