The Wealth Partnership Ltd has been asked to pay compensation after the FOS decided it had advised a client unsuitably to transfer their preserved occupational pension benefits to a personal pension.
Mrs W, as she was referred to by the Financial Ombudsman Service, was in her mid-40s, married and held deferred benefits in a final salary occupational pension scheme, which she had accrued with a former...
More than half (54%) of workers do not know the size of their pension pots, according to research by the Pensions and Lifetime Savings Association (PLSA).
AR failed last year
14 claims against it
For any pension scheme
From November 2019
Emma Bryon explores why longevity calculators can provoke unexpected behaviour as people are confronted with their own mortality. Here she warns against providing educational tools from an industry ivory tower
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