DB transfer advice

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

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.

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

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?