Intelligent Pensions offers IFAs free drawdown transfers

clock •

Intelligent Pensions is offering IFAs the chance to transfer their income drawdown clients to its drawdown partnership service with no initial charges.

The retirement advisory company says IFAs are concerned they will not be able to cope with the complex nature of drawdown, coupled with the continuing need to demonstrate suitability of advice. "Income drawdown is a relatively complex area of advice, particularly delivering effective and robust exit strategies for clients," says Andrew Pennie, marketing director at Intelligent Pensions. "Demonstrating ongoing suitability requires constant attention to meet the regulators requirements and with the upcoming changes to drawdown legislation, we felt this was an ideal time to make this lim...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

PA Awards 2027: Last chance - entries close at midnight tonight

PA Awards 2027: Last chance - entries close at midnight tonight

The 22nd Professional Adviser Awards will take place in London next March

Professional Adviser
clock 18 September 2026 • 1 min read
Multi-Asset and MPS Roadshow: Last chance to join PA in Harrogate or Warrington

Multi-Asset and MPS Roadshow: Last chance to join PA in Harrogate or Warrington

Hear from Aberdeen, Aviva Investors, Clever, Downing, Fidelity, Quilter Cheviot, Rathbones

Professional Adviser
clock 08 September 2026 • 1 min read
Two including former police officer charged in connection with £720,000 investment fraud

Two including former police officer charged in connection with £720,000 investment fraud

Due to appear at Westminster Magistrates’ Court

Sophia Panayi
clock 04 June 2026 • 1 min read