Consolidator Fairstone has decided to ditch the triage element of its defined benefit (DB) transfer process after the FCA expressed concerns some firms were straying into advice, Professional Adviser can reveal.
Instead of the triage process - where advisers offer an initial steer to clients about a pension transfer inquiry - the IFA has been giving potential clients access to educational videos on pension transfers,...
Vitality at Work scheme
Reporting to Steve Hill
Appointed on 19 September
Plans to double size in five years
Unnamed company valuation reduced