A pension scheme trustee has transferred a client's pension despite clear warnings from the adviser this was not their recommendation - a scenario that should provoke a change in the law, according to the PFS.
Money Minder managing director and Chartered financial planner Ray Black told Professional Adviser that a 62 year-old man came to him to obtain his pension transfer value from a defined benefit (DB) scheme...
‘Gareth Southgate Wealth Management’
Questions raised over govt role in dashboard
PA Awards deadline is 28 September