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Search: Posts Made By: Otto The Squid
Showing results 1 to 9 of 9
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Forum: Canada
Apr 21st 2017, 5:19 pm
Replies: 66
Views: 11,142
Posted By Otto The Squid

Re: Cashing in final salary pension.

I know Andrew too, very experienced. Eugen oversees all advice, robust system.
Forum: Canada
Apr 21st 2017, 4:36 pm
Replies: 66
Views: 11,142
Posted By Otto The Squid

Re: Cashing in final salary pension.

I know them, Eugen is head of financial planning at Montfort and is a Chartered Financial Planner who knows his stuff. The quality will be high, and they are more likely to get the advice correct,...
Forum: Canada
Apr 14th 2017, 4:22 pm
Replies: 66
Views: 11,142
Posted By Otto The Squid

Re: Cashing in final salary pension.

https://www.ftadviser.com/pensions/2017/01/24/fca-fires-warning-shot-at-db-transfer-advisers/

The FCA are now auditing firms in the UK that sign off for non-UK regulated firms. A friend of mine in...
Forum: Canada
Apr 14th 2017, 4:04 pm
Replies: 66
Views: 11,142
Posted By Otto The Squid

Re: Cashing in final salary pension.

Just found the Richard that you referred to on Linkedin. He is Richard Orme. That Richard Orme, not you of course as this is a coincidence, appears to have been an adviser for 3 whole months.

Nice...
Forum: Canada
Apr 14th 2017, 3:59 pm
Replies: 66
Views: 11,142
Posted By Otto The Squid

Re: Cashing in final salary pension.

No, it does not. It is not a sign off, the UK FCA regd firm must give advice. The firm must then provide an Appropriate Advice Letter to the ceding trustees. I asked you if you have spoken directly...
Forum: Canada
Apr 14th 2017, 3:49 pm
Replies: 66
Views: 11,142
Posted By Otto The Squid

Re: Cashing in final salary pension.

Otto The Squid
This message has been deleted by christmasoompa. Reason: Quoted post removed for advertising.

I have never advertised on here, I was raising a concern about the recommendation of a...
Forum: Canada
Apr 14th 2017, 3:34 pm
Replies: 66
Views: 11,142
Posted By Otto The Squid

Re: Cashing in final salary pension.

So, let me get this straight, an FCA registered adviser is signing off the transfer and another adviser ( not FCA regulated ) is providing the investment advice. Have I read that correctly?

Have...
Forum: Canada
Apr 6th 2017, 5:08 am
Replies: 66
Views: 11,142
Posted By Otto The Squid

Re: Cashing in final salary pension.

It might be worth pointing out that a UK IFA has to authorise the transfer and then sign an appropriate advice letter to the trustees. If the IFA refuses, and many do if this is not in your best...
Forum: Canada
Apr 5th 2017, 6:57 pm
Replies: 66
Views: 11,142
Posted By Otto The Squid

Re: Cashing in final salary pension.

A UK SIPP platform has no exit fees.
Showing results 1 to 9 of 9


 
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