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Intrinsic to pay after couple’s pension transfer charge complaint

Intrinsic Financial Planning has been told to compensate two clients who were advised to transfer their pensions into plans that made them worse off. The Financial Ombudsman Service handled two complaints from Mr H and Mrs H who said they were not aware of the charges that were applied to their pensions on transfer.       […]

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Old Mutual Wealth: 60/40 balanced model is ‘dead’

The way investor sentiment and habits have changed in recent years, particularly in the retirement space, means the traditional 60/40 multi-asset split is “probably dead”, Old Mutual Wealth head of investments Anthony Gillham says. He says if you had the traditional equity/fixed income split, investors would have seen a fall in the beginning of this […]

Lib Dems apply pressure over cold call ban deadline

The Liberal Democrats have spoken out ahead of the imminent deadline for the pension cold calling ban. The ban, which is being introduced through the Financial Guidance and Claims Act, needs to be implemented by the end of June. Lib Dem work and pensions spokesman Stephen Lloyd says: “The government is rudderless and hopelessly distracted […]

The savvy consumer

In last year’s FCA thematic review of the mortgage market, one of the key things highlighted was the “savvy consumer”. That’s the client who comes in the door with a very clear idea of what they need and expect you to get them it. They don’t think they need advice, they have after all consulted […]

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