The Personal Finance Society (PFS) is in discussions with the regulator and government to introduce additional safeguards to defined benefit (DB) pension transfers where the client wants to act against the advice they received.
The professional body called for advisers who implement transfers on an 'insistent client' basis to be excluded outright "from any form of future redress". It also wants clear rules stating such clients...
Three years at Wells Fargo
Effective from 9 December 2019
One firm with permission suspensions left
Continuing the Architas education series for clients.
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