Paul Dyer, former FCA deputy chief risk officer: The failings I've seen in DB transfers
10 common advice errors
"The financial costs for firms could be significant" - Paul Dyer
Good financial planning can have life-changing repercussions but the levels of unsuitable defined benefit transfer advice has been alarming, writes Paul Dyer. Here, he looks through common failings he's seen and offers up considerations for advisers...
To my mind, financial planning is one of those things that people can easily shy away from, driven by perceived complexity or a mis-trust of others with personal finance affairs. This is a travesty,...
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