PI insurer zones in on DB transfers with lengthy questionnaire

DB transfers 'flavour of the month'

Hannah Godfrey
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PI insurer zones in on DB transfers with lengthy questionnaire

Professional Indemnity (PI) insurers are keeping a close eye on financial advisers undertaking defined benefit (DB) transfers by asking them to complete a supplementary questionnaire as part of their renewal process.

The PI market has been questioning advisers extensively on their pension transfer business. Informed Choice managing director and Chartered financial planner Martin Bamford received a supplementary...

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