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Phil Wickenden
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Phil Wickenden: The power of likeability when choosing a provider

There are lots of reasons why I should ditch my Blackberry. For starters, networks do not make it easy to buy the things. My current model – The Priv – was astonishingly hard to find. Despite calling infinite Vodafone locations around the country, it was impossible to locate a store with a floor model I […]

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What do suitability reports tell us about DB transfer advice?

Compliance experts have urged advisers to improve their report writing for defined benefit transfers in the wake of heightened regulatory scrutiny. The FCA has expressed suitability concerns on several occasions in recent months, many of them garnered from the final reports produced by advisers recommending a transfer to their clients. When it comes to the […]

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