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In January 2018, Bartholomew Hawkins, a financial advice firm created in 2005, was named in an article as one of the 13 firms that were no-longer allowed to give advice on Final Salary pension transfers since 2015.
All financial advice companies that want to be able to give people advice on the complexities of whether it is suitable to transfer their valuable final salary pension need to be regulated to do so by the FCA, in an effort to ensure that they stick to the rules and give advice in their client’s best interests.
But if the FCA has cause for concern of the advice a firm gives, it can restrict their ability to give advice, and following a visit from the FCA in 2017, Bartholomew Hawkins Ltd ceased giving DB pension transfer advice.
If you transferred your final salary or other type of defined pension with Bartholomew Hawkins, you can have your advice checked by our specialist case assessors. It could be that you are able to make a claim for a mis-sold final salary pension transfer.Get started now
If you changed your pension with Bartholomew Hawkins, you may be able to claim
Final salary pension transfers often mean the loss of defined benefits, including swapping a guaranteed income in retirement for more risk, and more fees. In many cases, people lose money in the transfer leaving them worse off in retirement.
If you transferred your final salary pension then you may have been mis-sold, and you could be able to make a claim for a mis-sold final salary pension transfer.Speak with an expert
Following interaction with the FCA, Bartholomew Hawkins ‘took the decision to stop providing advice in this area [pension transfers] for the time being. The decision was based on feedback from the FCA surrounding the process used for giving advice in this area’.
In a 2015 decision by the Financial Ombudsman Service, a client of the firm had their complaint upheld over investment advice.
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The FCA recently reviewed 154 pension transfers as part of an investigation into IFAs in 2018, and found less than 50% to have received suitable advice.Read More
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