'Retirement ready' clients need long-term advice
How to operate in the new pension transfer world
The government is being urged to ban defined benefit to (DB) to defined contribution (DC) pension transfers to minimise "complexity and confusion" once the 6 April retirement 'freedoms' are rolled out.
How to deal with insistent clients
HSBC Global Asset Management has introduced a range of multi-asset retirement funds for the defined contribution (DC) pension marketplace.
All defined benefit (DB) pension transfers after 6 April will be regulated by the Financial Conduct Authority (FCA) to ensure mandatory advice has been taken and fully understood.
Consumer champion Which? was one of just two organisations told about the pension reforms before last year's Budget, the organisation's executive director has said.
The Financial Conduct Authority (FCA) is "well behind the curve" on pensions freedom regulation and is operating a watching brief to act after things go wrong, Bruce Moss has said.
DB transfer advice: Is it worth the reputational risk?
Clients looking to transfer out of defined benefit (DB) pension schemes could struggle to find willing advisers and providers to facilitate the shift, leaving them at greater risk of falling victim to fraudsters, Neil MacGillivray has warned.