Montfort International
FCA stops Montfort Intl from carrying out new pension business
Including where applications have not yet been submitted to product providers
PEOPLE MOVES: Julius Baer International, Arlo Wealth, Intelliflo
Swiss firm names head of UK investment advisory, while asset manager hires private wealth director
Tax & Technical | 28 Jan 19
The challenges of pension transfers for clients in poor health
Financial advisers are often called upon to impart recommendations on a variety of pension transfers when clients are in poor health. This could be in the form of defined benefit (DB) pension transfers or transfers where safeguarded benefits are involved, such as guaranteed annuity rates. Even pension switches with a view to access flexible benefits […]
Best Practice | 4 Oct 18
UK regulator shelves contingent charging ban for DB pensions
Industry split as contingent charging likened to commission
Best Practice | 15 Feb 18
How was the British Steel pension scandal allowed to happen?
A damning report from the UK’s Work and Pensions Committee has blasted the actions of some financial advisers who acted like “vultures”, and who “bamboozled” British Steel Pension Scheme (BSPS) members, raising questions about how this could happen in a post-RDR world?
