A Manchester-based advice firm has been asked to compensate an insistent client after a miscommunication meant they lost out on a guaranteed defined benefit transfer value.
The Financial Ombudsman Service (FOS) has told Caerus Financial to compensate ‘Mr M' after he lost out on £14,000 due to a miscommunication about the transfer value offer being extended. This is despite...
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Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions