My Basket0

 

Quote

 

'Availability of good quality independent financial advice is essential when transferring valuable Define Benefit pensions, but it’s difficult for scheme members to know what a good adviser looks like. This Gold Standard shows those who operate to the best practice and will protect people from harm. Margaret Snowdon OBE, Chair of the Pension Scams Industry Group (PSIG)'

Margaret Snowdon
Pensions Administration Standards Association (PASA)
Pension Scams Industry Group (PSIG)
IEMB – Incentive Exercise Monitoring Board (Chair)

 

Optima Financial Services Ltd are delighted to support and promote the ‘Pension Transfer Gold Standard’ delivered by the PFS.

Optima are proud to have contributed to the Steering Group culminating in a Standard that will protect consumers and raise advisory standards whilst allowing specialist advisers the ability to work within their current business models.

David Craik
Optima Financial Services Ltd

 

Money Alive fully supports the aims and objectives of the Gold Standard. Our Adviser Portal supports Principle 1 and Principle 8 of the Standard, enabling advisers to engage and educate their DB review clients with an interactive, PMI accredited video journey and to record data on enquirer numbers, reviews and outcomes.Through its meticulous engagement record keeping the Portal can help firms reduce their commercial and regulatory risk, improve their conversation with their PII provider, save time and meet FCA rules including PS18/20 for DB triage.

Ian Beestin
Money Alive

 

'The International Underwriting Association (IUA) is pleased to support the work undertaken by the Pensions Advice Taskforce to develop the Pension Transfer Gold Standard and associated guidelines. Pension transfers are complex, increasingly so in light of the enhanced freedom of choice available for consumers, and it is imperative that advice standards are suitable to provide users with the requisite level of information, technical advice and consumer protections in order to make an informed decision. The Principles and Guidelines offer advisors with important assistance in this regard and provides professional indemnity insurers with a useful benchmark in their risk management process.'

Chris Jones
International Underwriting Association of London (IUA)

 

Optima Financial Services Ltd are delighted to support and promote the ‘Pension Transfer Gold Standard’ delivered by the PFS.

Optima are proud to have contributed to the Steering Group culminating in a Standard that will protect consumers and raise advisory standards whilst allowing specialist advisers the ability to work within their current business models.

David Craik
Optima Financial Services Ltd

 

'Onyx Insurance Brokers Limited are a specialist Lloyd’s of London Professional Indemnity Insurance (“PII”) broker providing expertise to the Financial Advice community.  We work with a number of Insurers, including those recognising the Pension Transfer Gold Standard, to source and implement bespoke PII solutions for our clients.'

Dan Stuckey
Onyx Insurance Brokers

 

'WPS Advisory support the Pension Transfer Gold Standard as it creates a framework that requires advisers to help consumers through open and honest advice. This will improve standards, helping consumers make informed decisions. It also holds advisers to account through the evidence needed to maintain the standard.'

Simon Chrystal
Chief Executive Officer
WPS Advisory

 

alt