Advice firm Tideway has revamped its defined benefit (DB) transfer offering after the Financial Conduct Authority (FCA) "made it clear" it wanted firms to perform a "fully joined-up" service.
For its intermediary service in the past, a client would typically be referred to Tideway from another business. Tideway would then undertake the transfer work and then return the client back to its referrer...
MoD award for Quilter
Received 100 complaints
Expanding across North West
For smaller and medium firms
'There will be more consolidation'
Fee-based revenue fell 13%