'DB transfer advisers made to look like drug dealers' - Tideway
PFS conference 2019
Tideway Investment Group head of private clients James Baxter suggested the press make defined benefit (DB) transfer advisers look bad, likening the media's portrayal of those giving advice on DB transfers...
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XPS launches pension scam tracker as cases 'spike' during lockdown
Part of its Transfer Watch tracker
Adviser to compensate client over SIPP transfer advice to unregulated schemes
The Financial Ombudsman Service (FOS) has asked adviser firm The On-Line Partnership to compensate a client following unsuitable advice to transfer his pension to a self-invested personal pension (SIPP) and invest in unregulated schemes.
DB transfer values jump to record high in July - XPS
Despite risks
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Simon Goldthorpe: Six 'lockdown habits' advisers should keep
Whether it's because we had to or wanted to, lockdown gave us all the opportunity to do things differently. But which of these new habits are likely to remain part of everyday life? Simon Goldthorpe shares his thoughts...
Insistent client DB transfer ends in FOS complaint against Chase de Vere
Transfer did not proceed
Clemence Chatelin: Advising on impact investing
UN's 17 social development goals
Struggling GAM reports more outflows
Expects market to 'remain volatile'
State pension to rise 2.5% with triple lock in 2021/22; lifetime allowance up 0.5%
2.5% widely expected
