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DB transfer advice

Vince Smith-Hughes: FOS decisions - what can we learn?

Regulation

Vince Smith-Hughes: FOS decisions - what can we learn?

Perfect hindsight

clock 08 November 2021 • 9 min read
FCA confirms DB transfer redress review to start by year-end

Regulation

FCA confirms DB transfer redress review to start by year-end

Revisits guidance from 2017

clock 01 September 2021 • 2 min read

Featured

Rachel Vahey: Keeping on the right side of the advice boundary

Advisers must stick to the script when it comes to the DB transfer triage process, writes Rachel Vahey

clock 16 August 2021 • 3 min read
DB transfers fall to eight month low as scam activity rises - XPS

Pensions

DB transfers fall to eight month low as scam activity rises - XPS

Dip after a period of recovery

clock 20 May 2021 • 1 min read
IFAs report 76% PII premium hikes as consumers struggle to access DB transfer advice

Your profession

IFAs report 76% PII premium hikes as consumers struggle to access DB transfer advice

‘Profound impact on market’

clock 10 February 2021 •

Featured

FCA starts High Court action over DB transfer advice failings

The Financial Conduct Authority (FCA) has started High Court proceedings against Paul Steel and Jacqueline Foster, directors of a failed advice firm, over alleged unsuitable defined benefit (DB) transfers.

clock 10 February 2021 • 1 min read

Featured

Gary Kershaw: Inside the DB pension transfer market

Gary Kershaw answers some of the most frequent questions SimplyBiz receives about the defined benefit (DB) transfer market…

clock 09 February 2021 • 3 min read

Featured

What is the FCA's new DB advice assessment tool 'DBAAT'?

The Financial Conduct Authority (FCA) has published a defined benefit (DB) transfer tool which it said should help firms understand its file review methodology for DB transfer advice. But what exactly is it and why should advisers care?

clock 19 January 2021 • 3 min read
What is the FCA's new DB advice assessment tool 'DBAAT'?

Regulation

What is the FCA's new DB advice assessment tool 'DBAAT'?

Check suitability of advice

clock 18 January 2021 •
SimplyBiz Group adds Aviva Financial Advice to pension transfer panel

Pensions

SimplyBiz Group adds Aviva Financial Advice to pension transfer panel

Advice outsourcing option

clock 05 January 2021 •
123
Most read
01

Progeny acquires international advice business The Fry Group

28 June 2022 • 2 min read
02

FSCS investigates IFA with links to multi-asset fund subject to SFO probe

30 June 2022 • 1 min read
03

AFM Wealth secures £5.3m acquisition war chest

28 June 2022 • 2 min read
04

Transfer values continue to fall in May - XPS

27 June 2022 • 2 min read
05

Latest pensions dashboard consultation 'missing the point'

28 June 2022 • 4 min read
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