FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Client referrals down 45%
13% unsure if pension is DB or DC
Ensuring better outcomes for DB pension transferees
One-quarter 'unsuitable'
Dysfunctional transaction
‘Promising lead’ or ‘Back to the lab’?
The maths is clear
Three firms suspended services
Most members 'haven't considered' transferring