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  • Advisers monitor 10,000 pension transfers on new Origo portal

    Industry collaboration fintech Origo’s newly-launched Unipass Transfer Tracking service has seen more than 10,000 pension transfers searched for by advisers since it went live on Monday 3 March.

  • Pension transfer times fall despite volumes rising

    Simple defined contribution pension transfers took an average of 10.5 days to complete last year, according to new data.

  • FCA: DB transfers fell after contingent charging ban

    The FCA’s ban on contingent charging introduced in 2020 led to a dramatic fall in the number of DB transfers, but had little impact on fees, the regulator said.

  • British Steel redress calculator to end

    The FCA is to retire its British Steel Pension Scheme redress calculator which has been used to provide an assessment of client losses incurred due to poor advice.

  • 2 advisers appeal bans over £126m of ‘flawed’ pension transfers

    The FCA has provisionally banned and fined two financial advisers over failings involving £126m of allegedly "flawed advice" pension transfers.

  • DWP accused of inaction over pension transfers

    Major issues continue to plague the DWP’s pension transfer regulations three years after they were implemented, new Freedom of Information data has revealed.

  • ‘Reckless’ pension transfer adviser fined nearly £1.4m

    Pension transfer specialist adviser Philip Pryke has been fined £1.4m by the FCA after his firm advised on 986 transfers, many of them not in the client’s best interests.

  • DB pension transfer values fall following Budget

    Defined benefit pension transfer values fell to their lowest value in a year in October due to uncertainty around the Chancellor’s Budget, according to XPS’ index.

  • Editor’s Comment: FCA must get ‘naming and shaming’ right

     

     

    It’s no secret that the FCA has come in for flak over it’s naming and shaming enforcement plans and it’s no surprise it has decided to dilute them as a result. But should it be backing off?

  • FCA bans adviser duo for pension transfer failings

    The Financial Conduct Authority has banned Steven Hodgson and Paul Adams of Stockton-on-Tees-based Vintage Investment Services from advising customers on pension transfers and opt-outs.

  • Pension transfer times fall to lowest since 2021

    Pension transfer times have fallen to the lowest level seen since the end of the Coronavirus pandemic in 2021, according to new data.

  • FCA bans 4 over ‘reckless’ pension transfer advice

    The FCA has banned four financial advisers, three provisionally, over “reckless” pension transfer advice which has so far cost £13.4m in compensation payments.

  • FSCS declares Huddersfield BSPS-linked firm in default

    The Financial Services Compensation Scheme has declared BSPS-linked adviser firm Mark Peter Houlbrook (FRN: 498168) in default over pension transfer advice, opening the door to compensation for ex-clients with valid claims.

  • DB transfer activity surges in July

    The number of defined benefit pension transfers in July surged to the highest level since August 2023.

  • Xafinity Pension Transfer Index

    Pension scam warning as transfer values soar

  • New exam enables planners to be qualified pension transfer specialists

  • Pension transfer values rose 15% by end of year

  • CII managing director of engagement and chief executive of the Personal Finance Society, Keith Richards

    Over 500 sign up for CII pension transfer course

  • CISI head office in London

    CISI pension transfer exam gets FCA approval

  • PLSA logo

    Pension schemes raise concerns over new DB transfer advice

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