Advisers may be operating under inadequate terms because they do not check their discretionary investment manager (DIM) agreements closely enough, the Personal Finance Society (PFS) has warned.
Pointing to research undertaken in association with due diligence consultancy Diminimis last year, which found one in five advisers had never reviewed their existing DIM relationship, the trade body called advisers...
Retirement Advantage research suggests
9,700 transfers in 2016/17
Up 0.1% from Q1
Extra burdens for largest firms