Comment and Blogs
Pension scams come in many guises and cold calling is just one unwelcome activity that can easily target the vulnerable and lonely.
The fall-out from a General Election inevitably involves a game of musical chairs; masquerading as a Parliamentary reshuffle.
Read more: Putting their foot in it - Oppenham and Gauke’s faux pas
The FCA this week revealed plans for changes on DB transfer advice, including scrapping guidance that the adviser should start from the assumption that a transfer will be unsuitable.
Read more: Claire Trott: Advisers on DB defensive before FCA noticed
When Theresa May called a snap General Election in April, few would have envisaged the outcome resulting in a hung parliament and no Conservative majority.
Read more: Jones-Tinsley: Who’s going to tell Brenda from Bristol?
I went into a meeting for only a couple of hours and come out to find out that for many the state pension age will be 68 rather than 67 as they were expecting, for me however there is no change – well not yet anyway.
Read more: Claire Trott: We live in hope of no rise for normal minimum pension age
As is to be expected, a lot of the conversations that I have recently had with advisers have centred around defined benefit (DB) transfers.