pension transfer

Boom in cash-for-pension advice predicted as deals improve

IFAonline | 19 Aug 2011 | 08:17

IFAs will see rising demand for advice on enhanced transfer value (ETV) exercises as companies improve their cash-for-pension offers, KPMG said.

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Barnett Waddingham launches bid for orphaned SSAS clients

SIPP and SSAS provider Barnett Waddingham today launches its bid to buy up clients who have been ‘orphaned’ by providers and advisers who have left the market since A-Day in 2006.

IFAonline | 23 Dec 2010 | 10:30
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HMRC retreats over pension switch penalty

Investors aged 50 to 55 who transfer their pension to another provider will not be hit with an unauthorised payments tax, HMRC says.

IFAonline | 05 Jul 2010 | 11:35

Other pension transfer articles

Blog: Why do firms ignore FSA warnings?

Last week's update on the FSA’s pension switching review has brought to light yet more cases of firms being warned by the FSA over their conduct, systems and controls, or the suitability of their advice...and then doing nothing.

IFAonline | 09 Apr 2010 | 15:30
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Advisers risk fines from poor pension switch training

Many advisers have not been properly trained to use pension transfer tools, despite massive uptake in their use since an FSA review in 2008.

IFAonline | 07 Apr 2010 | 11:00
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Figures show no improvement in pension transfer times

Pension transfer times have failed to improve, despite growing use of the ABI’s Options initiative.

IFAonline | 18 Mar 2010 | 10:11
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Tenon told to review four years of pension transfers

The FSA has ordered RSM Tenon Financial Services to undertake a review of its pension switching business going back almost four years amid concerns about the suitability of advice.

IFAonline | 25 Feb 2010 | 12:42
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Pension reviews should be priority - MetLife

Reviewing pension transfer cases should be a priority for advisers, according to MetLife.

IFAonline | 13 Jan 2010 | 10:18
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Pension transfer complaints on the rise

Problems with pension transfers are becoming more common, and accounted for one in five complaints received by the Pensions Ombudsman in the last financial year.

IFAonline | 20 Jul 2009 | 14:29
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ABI cuts annuity transfers to eight days

Annuity transfer times have been 'significantly' improved thanks to the ABI's Options initiative, the association says.

IFAonline | 11 May 2009 | 14:00
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Advisers lament 'complexity' of pension transfers

Most advisers are blaming the complexity of the pension transfer process for the length of time it takes.

IFAonline | 23 Mar 2009 | 10:00
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Fears FSA may scare IFAs away from pension transfers

The burden of regulation could scare adviser firms away from providing their clients with pension transfer advice, experts warn.

IFAonline | 20 Mar 2009 | 15:00
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Advisers offered free pension transfer review

The Consulting Consortium (TCC) has announced it will offer a free pension transfer review to advisers.

IFAonline | 11 Dec 2008 | 11:30

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