Daily Newsletter Sign-up

Register for Financial Planning Today website to get our daily newsletters. Click on 2 stories to see the Registration pop up.

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.


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


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.


FCA: This is how you deal with insistent clients

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

 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details: