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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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Advisers warn about rise in ‘insistent’ DB transfer clients

Financial advisers say they are experiencing an increase in insistent clients disagreeing with their recommendations on defined benefit pension transfers

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FOS rules firm was wrong over insistent client claim

The FOS has ruled a firm was wrong over its claims that a man it advised was an insistent client and ordered it to pay compensation.

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FCA: This is how you deal with insistent clients

The regulator has this morning stressed how advisers must handle insistent clients.

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