Transact tightens rules on £30k+ pension transfers

Investment platform Transact has tightened up its rules on pension transfers following the FCA’s campaign to tackle problems with poor transfer decisions.

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Pension transfer values rebound to new high

After an unsteady period, defined benefit (DB) pension transfer values increased to a record high during June and the number of members taking a transfer value rebounded strongly too.

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Editor’s Column: Financial Planning’s ‘new normal’

A new poll of Personal Finance Society members suggests nearly 90% of Financial Planners will never return to the way they worked before the pandemic.

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Fintech launches abridged DB advice service

Fintech firm Wealth Wizards, which combines Chartered Financial Planning and robo advice, has launched an automated ‘algorithmic’ abridged advice service for DB transfers.

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