Investment consultancy and human resources firm Mercer has come under fire after taking ten months to complete a defined benefit (DB) transfer.
Philip J Milton Chartered financial planner Felix Milton, told Professional Adviser he posted all of the necessary documents for the DB transfer to Mercer on 24 September 2018. The client wanted to transfer...
'People miscalculate how much they need'
Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'