Intelligent Money stops accepting DB transfer business
Had accepted British Steel business
“We are not prepared to take on the liability for the advice given by completely unconnected third-party financial advisers" - Intelligent Money
Self-invested personal pension (SIPP) provider Intelligent Money has stopped accepting business from defined benefit (DB) transfers.
Professional Adviser understands the SIPP provider has told advisers: "We are not prepared to take on the liability for the advice given by completely unconnected third-party financial advisers." Intelligent...
More on Retirement
Paul Dyer, former FCA deputy chief risk officer: The failings I've seen in DB transfers
10 common advice errors
Fiona Tait: Why do we have pension tax relief?
Are we rewarding the right things?
Carey Pensions rebrands amid ongoing legal battle
Nearly two years after High Court appearance
Vanguard launches low-cost SIPP for D2C market
0.15% account fees
Troubled SIPP operator Guinness Mahon sold to Hartley Pensions
Unclear where liabilities lie
Back to Top
More news
Paul Dyer, former FCA deputy chief risk officer: The failings I've seen in DB transfers
10 common advice errors
RLAM launches global sustainable equity fund
George Crowdy joins from Janus Henderson
Fiona Tait: Why do we have pension tax relief?
Are we rewarding the right things?
PFS partners with learning company to inspire next generation of advisers
Target five colleges first
OMW platform cautious of next few weeks after migrating first 100 advisers
Re-platforming went well
