The structure of a Swansea advice firm has been called into question after pension transfer claims were made against its subsidiary that would leave the parent unscathed should the subsidiary become insolvent.
Welsh firm AW Dallas Financial Services - which trades as Portfolio Pension Consultancy - is facing seven claims relating to pension transfer advice it gave to steelworkers. AW Dallas is a subsidiary...
'People miscalculate how much they need'
Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'