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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Chartered Financial Planner's new firm issues DB transfer warning

A new firm, Pension Advice Specialists (PAS), which offers advice on pension transfers has warned of a gap in the availability of guidance.

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