A DB transfer is often an 'all or nothing' decision for clients, however, partial transfers could be a half-way house alternative. Justin Corliss explains the process
The regulator's policy statement PS20/6 introduced a number of changes to the provision of defined benefit (DB) pension transfer advice, the vast majority of which came into force on 1 October 2020...
In the third part of a three-part series, Karl Dines explores how to best construct a charging strategy and whether it should be different for post-retirement advice
Tabled by Stephen Timms
'Left to fend for themselves'
Changed in November last year
82% made no changes
Headed by Simon Monk
2,000 advice firms shifted
Building a brand
'Better balance between fee and interest income'