Tech firm unveils automated abridged advice offering
It will help pension scheme members understand if transferring out is their best option
Abridged Advice
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Aviva unveils abridged advice service for DB transfers
A ‘simpler process’ for clients to see if it’s right for them
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Battered British expats face stormy end to 2020
Lack of Brexit deal comes in tandem with some banks shutting accounts for Brits in EU
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Contingent charging ban set to go live
It is expected to trigger greater exodus of advisers from the DB pension transfer market
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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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Will contingent charging ban limit access to advice?
Only 46% of UK advisers believe the FCA’s ‘abridged’ proposal will be effective