AJ Bell
Lack of joined-up thinking risks undermining advice review
UK pension transfers, ombudsman award limits and compensation scheme changes not on the agenda
IFAs recommending DB pension transfers in FCA’s crosshairs
Regulator outlines review as industry warns against making life even more difficult for clients
FCA platform switching proposals fall flat with industry
In specie transfers, exit fees and share class conversion among the issues
Many UK retirees lose out on tax and investment incentives
Because they are accessing the pension freedoms without advice
Long saving breaks can impact ‘quality of life in retirement’
Young adults are balancing financial challenges but need to make sure they contribute to pension