Copia Wealth Management goes into liquidation

Copia Wealth Management Ltd in Denton, Manchester, has gone into liquidation soon after a Financial Ombudsman ruling against the company over a pension transfer.


50% of pension transfers triggering ‘red flag’ alerts

Over 50% of pension transfers covered by one pension firm’s scam protection service have been flagged up as at risk of a scam since the pandemic hit.


Nearly half of advisers may quit DB transfers

Nearly half of financial advisers who currently offer pension transfers may quit the market in the next 12 months, new research has warned.


Experts welcome Supreme Court pensions IHT judgment

Industry experts have welcomed a Supreme Court judgment today on the long-running Stavely case which found that there was no IHT liability when a pension transfer was made for reasons of ill health.

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