I don't think that's a good idea: How to deal with insistent clients

You say no. The client insists. What do you do? Insistent clients, people intent on implementing a transaction despite professional advice not to do so, can be tricky to deal with. Although insistent clients fall into the non-advised category, advisers can still be held to account for disclosure failings. Some advisers feel they have a 'moral obligation' to protect clients from themselves, whereas others are worried about the risks to their business.   Growing phenomenon Providers state they have seen increased interest in defined benefit (DB) transfers in the run up to the...