Insistent clients: FCA reveals new adviser data
- Thursday, 28 April 2016
- Articles
An FCA study involving 233 firms has shown that about half give retirement income advice to insistent clients and will transact against it in some situations.
Read more...Insistent client case: FOS rules against pensions firm
- Tuesday, 05 April 2016
- Articles
A pensions firm has been told to compensate an illiterate customer after her complaint was upheld by the Financial Ombudsman Service.
Read more...FCA finds 30% of firms always refuse insistent clients
- Wednesday, 16 September 2015
- Articles
Nearly a third of firms have told the FCA they always refuse transfers from insistent clients. Read more...
FCA outlines poor practice when advising insistent clients
- Monday, 08 June 2015
- Articles
The FCA has this morning told advisers what it considers to be poor practice when advising insistent clients. Read more...