Portafina has been instructed to pay compensation to a client following unsuitable advice given in 2012 that recommended she transfer her pension into UCIS funds in a self-invested personal pension (SIPP).
Mrs E, as referred to by the Financial Ombudsman Service (FOS), held a personal pension plan (PPP) and had also accrued benefits in a defined benefit occupational pension scheme (OPS). She transferred...
Lisa used as 'top-up'
Two FCA consultation papers
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