Tag Archives: DB transfers

Did the 2018 IGC reports meet today’s challenges? Only in part.


    The table above reports on the various ratings given to IGC reports in 2018, it includes the GAA report of St James Place that is good enough to be an IGC report. I said, when I set out … Continue reading

Posted in IGC, pensions | Tagged , , , , , , , | 1 Comment

My call for an end to contingent fees on DB pension transfers


  Calls to keep contingent pricing fall on my deaf ears. I champion the pension rights of those with low incomes and I champion the rights of those likely to get lower pensions (women). I don’t champion the right of … Continue reading

Posted in advice gap, pensions | Tagged , , , , , , , , , | 3 Comments

Contingent charging will sink DB transfers


IFAs who persist in conveyor belt transfers based on contingent charging will kill the transfer market.   Why people are taking a punt if they pay on the never-never. The FCA have made it clear that to transfer out of … Continue reading

Posted in advice gap, BSPS, pensions | Tagged , , , , | 3 Comments

Tideway – we’ll resume this conversation on June 19th!


  The original blog published here has been the subject of certain threats by Tideway Investments both to me and to my employers. I have no intention of letting this blog get in the way of my daily work by … Continue reading

Posted in pensions | Tagged , , , , | 13 Comments