Feeling pressured by prudential, help

dunstonh

It is also possible that they are thinking of the pending change from percentage-based charging to mandatory use of unbundled charging for existing customers and want to tell you about a switch to unbundled that regulations will compel them to do no later than a year or so from now.

Unbundling is only applying to platforms and direct holdings. It doesnt apply to life and pension tax wrappers.

jamesd

Interesting. In part because I've just been told that my employer is ceasing to provide to employees financial advice because a 0.25% commission I'm currently paying is not going to be payable to the IFA firm providing it soon. For an SL GPP where the default fund is an insured pension mixed asset fund. I'll welcome not paying them £200+ a year more than I'd welcome their advice, though I'll soon be transferring this particular chunk out.