Defined BenefitJun 29 2020

Adviser rebuked after DB transfer not in client’s ‘best interest’

twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Search supported by
Adviser rebuked after DB transfer not in client’s ‘best interest’

An advice firm has been ordered to pay compensation after it incorrectly assessed said a client wanted to take high risk investments when deciding to go ahead with a defined benefit transfer.

For unlimited access to FTAdviser content...

Register now for free

  • Read the latest news and views from the world of financial advice
  • Never miss a story - sign up to our email alerts
  • Bank CPD while you read
Have an account? Sign In