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‘Huge variations’ in how firms ‘triage’ pension transfers

A survey of around 400 financial advisers has found “huge variations” in the way firms carry out an initial ‘triage’ process when clients ask about pension transfers. 
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SIPP provider James Hay posts ‘robust’ figures

IFG’s James Hay Sipp and platform business had a good half year with ‘robust’ performance.
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Sipp provider reports 214% profits boost

Rowanmoor Executive Pensions has revealed a 214% increase in profitability and a 7% increase in client numbers, according to its latest figures.
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TPR calls on pension schemes to slash transfer values

A document, released under freedom of information laws, has shown The Pensions Regulator has called on pension schemes to cut transfer values.
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Charging structures ‘like jigsaw puzzle for many direct investors’

Platforms and pensions consultancy the lang cat, has hit out at direct investment charging structures, which it says leave investors with “all the pieces of a jigsaw puzzle but no clear picture of what the finished version should look like.”   
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  1. Financial Planner's new book exposes investments truths
  2. Nearly 60% of SIPP complaints upheld by FOS as cases increase
  3. Fraud Squad partners with banking group to fight economic crime
  4. FCA says regulating ‘ambulance chasers’ to cost around £17m

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Features Article Count:  4

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