DB transfers continue to dominate the narrative around the regulation of financial advice and this week The Pro Adviser Podcast assesses the PFS's latest spat with the FCA over its DB transfer data.
The battle follows the Financial Conduct Authority (FCA) publishing statistics after surveying 3,015 advisory businesses for its probe and found that, between April 2015 and September 2018, 2,426 firms...
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Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'