We are extremely proud to join the PFS' Financial Vulnerability Taskforce, an initiative created to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of consumer vulnerability. We are committed to the Charter which is embedded into our working practices to ensure that we recognise and respond to those in vulnerable

From 1 February 2021, pension companies must offer ‘investment pathways’ to customers who don’t have a financial adviser acting on their behalf. This is an attempt by the financial regulator to make it easier for those approaching retirement to do the right thing.

Why is this necessary?

Since 2015 and the introduction of “Pensions Freedoms” consumers have a lot more