Pension Transfers
Collapsed wealth firm clients get £4.4m in compensation
Company was declared in default in January 2020
UK taxman loses long-running inheritance tax court battle
Ill-health pension transfer not liable for IHT, but HMRC right to charge for ‘omission of benefits’
Illegal pension introducers lose in court
At least 2,000 people parted with £91.8m of their retirement savings
FCA fines adviser over unsuitable £112m pension transfers
He failed to fully understand the underlying products customers were investing in via their Sipp
Scammers target ex-clients of two firms over pension transfers
Offering them help for an upfront fee