Over the course of a 12 month period, almost three-quarters (72%) of defined benefit (DB) transfer advice offered to savers ended in a positive recommendation to transfer, a freedom of information request by AJ Bell has revealed.
The average transfer value in that year-long period, between 1 October 2016 and 30 September 2017 was £398,545. In the 12-month period that followed, from 1 October 2017 to 30 September 2018, the percentage...
'UK investment case remains strong'
'No viable alternative'
Assist customers to get better deal
3 March 2020
CIO Stephen Jones will take up UK duties on an interim basis