FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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More unpredictability ahead
No one-size-fits-all solution
‘Do not wish to compete with advisers’
In response to DWP green paper
Above 3% “excessive”
Requests for transfer value quotation up 70%
£10bn-a-year market
At Momentum UK roundtable
High numbers of transfer reports requested
Risks for consumers and advisers