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CISI conference hears lessons from BSPS debacle

The CISI Annual Financial Planning Conference heard today from an expert panel that many lessons can be learned from the BSPS debacle and more must be done to stop a repeat.

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Huge variations in how firms ‘triage’ pension transfer queries

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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Pension transfer values maintain stability

Pension transfer values remained stable during July new figures have revealed.

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Pension transfers hit £10.6bn in first quarter of 2018

Pension transfers hit a new record of £10.6bn in the first quarter of 2018, ONS figures have shown.

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