The Tax Incentivised Savings Association (TISA) will not be pursuing plans to provide a defined benefit (DB) transfer guidance service, it has confirmed.
Last year, TISA had been planning to trial guidance sessions for members who wanted to transfer out but fell below the £30,000 threshold for compulsory advice. A spokesperson told Professional Adviser's...
Risk to retail investors
Joined as head of strategy, multi asset, in June
Group income protection