Tag Archives: Critical yield

FCA calls on advisers to take a fiduciary role on transfers.


The FCA has published a very scary note intended for advisers recommending transfers from Defined Benefit schemes . In its statement published on Tuesday, the FCA revealed further failings in the pension transfer advice market, the regulator said some advisors … Continue reading

Posted in pensions | Tagged , , , | 4 Comments

Let’s put an end to pension transfer privilege.


“Sexy cash” legitimised? A few years ago , Sir Steve Webb, then our pension minister, stood in front of the PLSA and berated Boots and its pension scheme for tempting members out of the pension scheme with cash incentives. He … Continue reading

Posted in annuity, auto-enrolment, pensions | Tagged , , , , , , , , , | 1 Comment