pension transfer specialist
Demand for CII pension transfer qualification soars
More than 500 people signed up to the Chartered Insurance Institute’s (CII) pension transfers qualification in the first week of its launch on the back of the Financial Conduct Authority (FCA) tightening advice requirements for the transfer of safeguarded benefits.
Failed pension transfers rising due to IFA ignorance
The number of pension transfers being rejected by providers is increasing as financial advisers are unaware of the permissions they need to authorise transactions, according to a retirement planning specialist.