pension transfers

The Financial Conduct Authority (FCA) has highlighted shortcomings in the way some advisers have handled 'insistent' clients in the past, as examples of what today's advisers should steer clear of.

The Financial Conduct Authority (FCA) has confirmed its final rules on pension transfer advice following the freedom and choice reforms.

Are defined benefit transfers worth the risk for advisers?

Five secrets of a professional indemnity insurance broker

The advantages of defined benefit (DB) pensions appear lost on some final salary savers who are frustrated by a government rule mandating they seek regulated advice before transferring out, research suggests.

Remembering pension transfer permissions

Half of advisers refuse to implement pension transfers out of defined benefit (DB) schemes amid worries the regulator would hold them to account further down the line, according to research.

The Personal Finance Society (PFS) is in discussions with the regulator and government to introduce additional safeguards to defined benefit (DB) pension transfers where the client wants to act against the advice they received.

Pension transfer specialist Origo is to launch an automated defined contribution (DC) bulk transfer service this autumn.

The tax consequences of extracting cash from pension pots under the new freedom and choice regime are causing confusion among consumers who have contacted Fidelity's call centres.