'I get £1k for free?' How one IFA handled a pension 'liberation' cold-call

LIBERATED?

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Brian Hill is an independent financial adviser based in Wiltshire. Here follows an account of his recent experience with a pensions liberation company…

I was working from homE to get a bit of focus time, and was cold-called. Now, my numbers are registered with the telephone preference service, so I shouldn't get many cold calls at all. I was intrigued with this one because of the offer of a £1,000 cash bonus if I had a pension and was under age 60. Sounds like a freebie to me! And I'm well under 60. It's also a financial promotion, but I'll leave that for another day. So I pressed five on my keypad, as I have a pension and I'm under the age of 60. I then got through to a young lady - we'll call her Doris - who asked me a few quest...

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