Professional Indemnity (PI) insurers are keeping a close eye on financial advisers undertaking defined benefit (DB) transfers by asking them to complete a supplementary questionnaire as part of their renewal process.
The PI market has been questioning advisers extensively on their pension transfer business. Informed Choice managing director and Chartered financial planner Martin Bamford received a supplementary...
Has been cold-calling consumers
New shares admitted to London Stock Exchange
Slow and steady growth
Missed funding target by £240,000
Denies any wrongdoing