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  • Trending now
  • Young British Steel client
  • Outsourced paraplanning on the up

DB transfers

'It's the bible of DB transfers': Steven Cameron on FCA's final guidance
  • Your profession
'It's the bible of DB transfers': Steven Cameron on FCA's final guidance

FCA expanded this time

  • 07 April 2021
DB transfer complaints to ombudsman jump 44% in 2020
  • Your profession
DB transfer complaints to ombudsman jump 44% in 2020

Jump from 554 in 2019

  • 16 February 2021
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’

  • 10 February 2021
FCA starts High Court action over DB transfer advice failings
  • Pensions
FCA starts High Court action over DB transfer advice failings

Against Paul Steel and Jacqueline Foster

  • 09 February 2021
Pension transfer values end volatile year 8% up; scam 'red flags' at record high
  • Retirement
Pension transfer values end volatile year 8% up; scam 'red flags' at record high

‘Substantial volatility’

  • 19 January 2021
FCA action sees 130 firms quit DB transfer advice in 2020
  • Regulation
FCA action sees 130 firms quit DB transfer advice in 2020

FCA report

  • 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

  • 05 January 2021
Pension scam red flags hit record level - XPS
  • Pensions
Pension scam red flags hit record level - XPS

But steady transfer values

  • 08 December 2020
FCA opened 67 investigations into DB transfer advice over last three years
  • Regulation
FCA opened 67 investigations into DB transfer advice over last three years

Consumer complaints against firms for misadvised DB transfers also rising

  • 16 November 2020
Aviva joins Quilter and SJP in offering abridged advice on DB transfers
  • Your profession
Aviva joins Quilter and SJP in offering abridged advice on DB transfers

New service

  • 16 November 2020
70 DB transfers later: How one South Wales firm sorted its PI renewal
  • Your profession
70 DB transfers later: How one South Wales firm sorted its PI renewal

Despite challenges

  • 22 October 2020
Justin Corliss: Making the case for partial DB transfers
  • Retirement
Justin Corliss: Making the case for partial DB transfers

Half-way house

  • 13 October 2020
DB transfer values jump to record high in July - XPS
  • Pensions
DB transfer values jump to record high in July - XPS

Despite risks

  • 12 August 2020
WPC chairman to seek transfer pause where scams suspected
  • Retirement
WPC chairman to seek transfer pause where scams suspected

Calls for scam enquiry

  • 26 June 2020
FCA contingent charging ban dubbed 'draconian'
  • Your profession
FCA contingent charging ban dubbed 'draconian'

Reducing amount of financial advice

  • 05 June 2020
New delay for contingent charging ban decision
  • Your profession
New delay for contingent charging ban decision

Six month delay

  • 26 March 2020
'Regulatory inhibition' stifling workplace pension advice
  • Regulation
'Regulatory inhibition' stifling workplace pension advice

Industry experts weigh in

  • 05 March 2020
DB trustees urged to engage with advisers to avoid 'reputational damage'
  • Retirement
DB trustees urged to engage with advisers to avoid 'reputational damage'

Emphasises the importance of advisers

  • 04 December 2019
DB scheme trustees must check adviser transfer permissions
  • Retirement
DB scheme trustees must check adviser transfer permissions

From 9 December

  • 18 November 2019
David Downie: Tackling the DB transfer 'appropriate limit' hurdle
  • Retirement
David Downie: Tackling the DB transfer 'appropriate limit' hurdle

Partial transfers

  • 06 November 2019
Delayed DB transfer sees Quilter's firm Lighthouse pay out compensation
  • Your profession
Delayed DB transfer sees Quilter's firm Lighthouse pay out compensation

Adviser fees dispute

  • 05 November 2019
FCA quizzing firms with high DB transfer conversion rates
  • Regulation
FCA quizzing firms with high DB transfer conversion rates

Advisers should reconsider process

  • 04 November 2019
'Ethical' funds 'ploughing' money into Big Oil - three things your clients may call you about this week …
  • Your profession
'Ethical' funds 'ploughing' money into Big Oil - three things your clients may call you about this week …

What made the financial headlines over the weekend?

  • 04 November 2019
Alistair Cunningham: An adviser's response to the regulator's DB transfer consultation
  • Regulation
Alistair Cunningham: An adviser's response to the regulator's DB transfer consultation

'Should not impose a price cap'

  • 31 October 2019
123

Most read

One of the youngest British Steel victims: 24-year-old tells transfer tale
One of the youngest British Steel victims: 24-year-old tells transfer tale
Scottish Friendly CEO Jim Galbraith dies
Scottish Friendly CEO Jim Galbraith dies
Fidelius Group acquires Bath-based IFA
Fidelius Group acquires Bath-based IFA
Praemium opens Edinburgh office; hopes to make 20 hires in 2021
Praemium opens Edinburgh office; hopes to make 20 hires in 2021
'It's the bible of DB transfers': Steven Cameron on FCA's final guidance
'It's the bible of DB transfers': Steven Cameron on FCA's final guidance
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