If all advisers avoid insistent transfer clients and deny them what they want, then there goes a theory that eventually their fate will end up in the hands of those more unscrupulous. So, how does the advice sector as a whole deal with these determined clients?
Insistent clients are big business in the world of defined benefit (DB) transfer advice. So big, in fact, some 9,534 insistent clients were transferred out of DB schemes between April 2015 and September...
'UK investment case remains strong'
'No viable alternative'
Assist customers to get better deal
3 March 2020
CIO Stephen Jones will take up UK duties on an interim basis