Montfort International

Companies | 1 Jun 20

Including where applications have not yet been submitted to product providers

Companies | 18 Feb 20

Swiss firm names head of UK investment advisory, while asset manager hires private wealth director

Tax & Technical | 28 Jan 19

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

Industry split as contingent charging likened to commission

Best Practice | 15 Feb 18

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?