Insistent Investor Pension Transfer

Published / Last Updated on 11/09/2019

The reality is that most IFAs will not have insurance protection for Defined Benefit and Safeguarded Rights Pension Transfers where a client is an insistent investor and wants to go against the advice of their adviser.

Many pension companies will not allow a transfer our or accept an new transfer in if the client is an insistent client.

We recognise there is a risk here of clients being forced to use 'rogue' advisers and end up with not the most suitable pension scheme for them.

When contacting us, please put in your own words why you insist and we will continue to lobby with both the FCA and PI insurers to find a solution.

Complete our Pension Transfer Questionnaire and we will repond:

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