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8 Financial advisers fail to respond to FCA pension transfer probe

01/16/2019

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

A judges gravel

Berkeley Burke loses SIPP due diligence appeal

10/30/2018

SIPP provider Berkeley Burke has lost its Judicial Review case against the Financial Ombudsman’s decision to hold it accountable for a SIPP complaint case. The FOS ruled against Berkeley Burke back in 2014, saying that it failed to do the required due diligence checks over taking on high-risk and unregulated investments onto it’s books. High Risk … Continued

Designed 4 Life Ltd data bought by previous directors as claims continue

10/17/2017

Former directors of Designed 4 Life Ltd buy client data from liquidator Can old client’s expect a call? FSCS pays out over £500k for Designed 4 Life Advice Phoenixing? Are you entitled to make a claim? The former directors of liquidated advice firm Designed 4 Life have bought the company’s client data from the liquidator, … Continued

Mis-sold pension investment

I’ve lost my pension to a bad investment: Fight or flight? The choice is yours.

06/01/2016

Fight or Flight with your mis-sold pension investments Losing your pension through a bad or even fraudulent investment is a terrifying experience, filled with its own special brand of heartache and worry about your future financial position. Worse than that, it happens all the time too! Despite the fantastic efforts of the Financial Conduct Authority … Continued

Radio 4 make Ethical Forestry investment focal point of Money Box show

04/27/2016

Troubled Ethical Forestry investments has once again hit the headlines, this time as a main feature on Radio 4’s “Money Box” segment, this time releasing further detail about the problems faced by over 3000 Ethical Forestry investors. Within the segment (itself over 10 minutes long), listeners heard from investors as well as the investigative journalist … Continued

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