pension transfer

Pensions

Advisers need 'safe harbour' to carry out DB triage process, says Webb

'Huge variation in triage process'

clock 03 September 2018 • 2 min read

Wrap/platforms

Origo launches transfer tracking service for advisers

'Reduction in time chasing progress reports'

clock 13 August 2018 • 1 min read

Companies

IFA told to repay client more than £140k over Harlequin investments

FOS recommendation

clock 18 July 2018 • 1 min read

Pensions

Slow pension transfer process costs Fairstone client £55,000

Missed deadline by one day

clock 13 June 2018 • 3 min read

Regulation

Ian Browne: The pension transfer advice changes kicking in this Sunday

Check the detail

clock 28 March 2018 • 1 min read

Retirement

Aegon fires back at PensionBee over transfer time criticism

'Potential issues' identified through due diligence

clock 09 February 2018 • 2 min read

Retirement

Nearly 900 customers stuck between Aegon and PensionBee

Longest transfer took seven months

clock 07 February 2018 • 1 min read

Retirement

Overseas transfer advice leaves three investors to scramble for savings

Unclear links between investment firm and adviser

clock 29 January 2018 • 4 min read

Regulation

Friends Life agrees to pay out after pension transfer blunder

Failed to transfer pension correctly

clock 06 November 2017 • 2 min read

Pensions

2016 DB transfers-in already exceed last year's total - Old Mutual Wealth

Some customers requesting second cash equivalent transfer values

clock 26 September 2016 • 2 min read