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Pension Transfers

FCA orders yet another firm to cease pension transfers

Retirement | 7 Jul 17

FCA orders yet another firm to cease pension transfers

UK advice firm Heather Dunne IFA (HDIFA) has been ordered by the Financial Conduct Authority (FCA) to stop proving advice on pension transfers making it the latest in a string of firms to be sanctioned under an industry-wide crackdown.

Selectapension suspends Qrops transfer service after FCA audit

Retirement | 6 Jul 17

Selectapension suspends Qrops transfer service after FCA audit

A UK firm which writes third party Qrops transfer reports has suspended its defined benefit pension transfer business following an FCA audit.

Top planning opportunities two years on from pension freedoms

Best Practice | 3 Jul 17

Top planning opportunities two years on from pension freedoms

There are exciting new market opportunities for the taking, two years after the UK pension freedoms were introduced that raised customer awareness of the need for pension planning, says Matt Ward, communications director at AKG Financial Analytics

Pension transfer advice rules were ‘past sell-by date’

Retirement | 21 Jun 17

Pension transfer advice rules were ‘past sell-by date’

The financial planning industry in the UK has welcomed the FCA’s plans to overhaul advice on pension transfers, with many describing the reforms as long overdue.

Retirement | 18 Apr 17

Nine countries dropped as Qrops list culled by 30%

Nine countries were dropped and one added when HM Revenue & Customs updated its list of qualifying recognised overseas pension schemes (Qrops) on Tuesday after it was temporarily suspended following drastic changes to overseas pension transfers.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser. Site managed by Furness Media