Tag Archives: Susan Hill
A note on transfer values and “reverse transfer risk”.
James Greer of Old Mutual is reminding financial advisors that there’s a risk of advising clients to stay put and not take a DB Transfer Value. Our data suggests that only about 15% of transfer values applied for are taken … Continue reading
Posted in pensions
Tagged adviser, CETV, defined benefit, Financial adviser, FTadviser, litigation, pensions, Susan Hill, Transfer
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