Three things your clients may call you about this week …

DB transfers, pension fraud and a drawback of loyalty

clock • 4 min read

Here's our weekly heads-up on the stories that may have caught your clients' attention over the weekend …

‘Why will no-one help me cash in my pension?' A contentious subject that has been covered at length in Professional Adviser, this Telegraph article brings the final salary transfer debate into the mainstream. It informs its readers those who want to move their pension against the wishes of an adviser are called "insistent clients", and then maintains "dozens of Telegraph Money readers are being prevented from taking control of their money". One person quoted in the piece is 65-year-old Richard Austin, who claims that after months of searching he has been unable to find a financial adv...

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 Your profession

Firm owners 'facing pressure' to make technology decisions

Firm owners 'facing pressure' to make technology decisions

‘AI is framed as something that will change everything’

Sahar Nazir
clock 30 January 2026 • 3 min read
Advisers urged to consider clients' 'trust state' and establish credibility early

Advisers urged to consider clients' 'trust state' and establish credibility early

‘Trust is built in moments of uncertainty, not certainty’

Isabel Baxter
clock 30 January 2026 • 3 min read
Cash ISA allowance cut risks hardening saver/investor divide, advisers warn

Cash ISA allowance cut risks hardening saver/investor divide, advisers warn

Govt policy shift reignites debate around role of cash ISAs

Sahar Nazir
clock 28 January 2026 • 5 min read