DB transfer contingent charging ban branded ‘confusing’
Overseas firms ‘exempted’ but non-FCA advisers shouldn’t be signing off pension transfers, says one CEO
Retirement
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FCA investigating Quilter subsidiary over DB pension transfers
UK regulator also orders firm to appoint skilled person to conduct review
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More than 700 advisers exited the DB pension transfer market
The FCA is carrying out 30 enforcement investigations
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FCA bans contingent charging for DB pension transfers
Need to ‘improve professionalism’ of transfer specialists and their ‘knowledge in choosing assumptions’
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Covid-19 outbreak forces 1.5 million Brits to delay retirement
Some 26% of over 50s said they will have to keep working on a full or part-time basis indefinitely
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HMRC refuses to share information on overseas pension list
Taxman ‘not making any effort to help the industry understand how they manage it’
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Life insurance and savings top priorities in the UAE
With retirement planning coming in third
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High Court judge invalidates two Wills in mental health case
Daughter awarded half of mother’s estate after she was written out of both legal documents
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IFA tech provider unveils covid-19 financial toolkit
As Scottish financial planning firm launches free pension review service
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Australian superannuation fund gains wiped out
As markets react to the coronavirus outbreak
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UK pensions secretary ‘cherry-picking’ facts on frozen pensions
Activist claims that over 90,000 overseas retirees receive less than £20 a week
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Carey Pensions appeal ‘unlikely’ to succeed
But long running case ‘may have positive implications both for Sipp trustees and investors’