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Is the pension cold-calling ban effective?


Its less than a month since the ban on pension cold-calling became enforceable, designed to protect people’s pensions from scammers and mis-sellers, and to raise awareness of the pitfalls of pension mis-selling. But one firm has already ‘boasted’ of finding a way to ‘swerve’ the ban. As reported in Citywire, Adviser Breakthrough which is an … Continued

financial adviser shaking hands

Greyfriars collapse prompts sale of clients to Hartley


Greyfriars Asset Management, which handled many aspects of people’s retirement funds including SIPPs and portfolios of investments, has sold it’s SIPP and SSAS business to Hartley Pensions, following it’s collapse in 2018. Updates on the firm’s Companies House entry show that the sale went ahead for a value of £820,000. £500m in assets Heavily involved … Continued

Selectapension Bureau services insolvency

Selectapension Bureau Services in liquidation


Selectapension Bureau Services is now in liquidation, over a year after having its defined benefits pension advice authorisation restricted by the FCA via its principal company: CFP Management Ltd. The FCA can either impose or agree restrictions on a company’s ability to give advice if there are concerns over the advice they provide, or other … Continued

Coins and keyboard letters that read SCAM

Financial Advisers told to do more to report potential pension scams


It’s now one week since the long-awaiting ban on pension cold-calling came in to effect, and this week The Pensions Regulator has told financial advisers to do more to report potential pension scams so authorities can take action earlier. Over the past 15 years, many people with valuable final salary pensions have been bombarded by … Continued

Tickboxes indicating excellent to poor relating to pension advice

8 Financial advisers fail to respond to FCA pension transfer probe


Its no secret that the watchdogs at the FCA are gunning for financial advisers that give unsuitable or even negligent financial advice over the transfer of Final Salary Pensions. Defined benefits pensions are considered to be rare, valuable and in most case, well worth keeping! But over the past few years, many financial advisers threw … Continued

Mis-sold carbon credits pension claims

Liberty SIPP makes the news with more links to high-risk investments


SIPP pension provider Liberty SIPP is again ‘under fire’ over its links to high-risk and unregulated investments. Some SIPP companies allowed investments in alternative schemes, often based abroad and not regulated by the watchdogs at the FCA, including Liberty SIPP. Often linked to the Ethical Forestry situation, in which the Costa Rican forestry scheme entered … Continued

a picture indicating cold-calling is banned

Cold-calling about pensions is now illegal. But why?


After years or complaints, petitions, campaigns, debates and reviews, it is now illegal for companies to cold-call members of the public about pensions. As of 9 January 2019, firms wishing to speak to people about their pensions and conduct free pension reviews will have to obtain prior consent to make marketing calls to each individual. … Continued

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