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IFA - Pensions transfer specialist

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Comments

  • cfw1994
    cfw1994 Posts: 2,149 Forumite
    Part of the Furniture 1,000 Posts Hung up my suit! Name Dropper
    SonOf said:
    Mick70 said:
    SonOf said:
    RL will accept it if the adviser puts it through their agency and accepts liability for the recommendation to use RL and the investments.    if the adviser wont do that, then RL won't accept it.
    The IFA last night indicated it was a non starter , his manager was adamant it was a No
    So, someone like AJ Bell then (who from other threads are reported to accept transfers with only the confirmation that you have received advice, even if it was negative.   And as the adviser firm cannot refuse to do give that confirmation, that may be a way for you to move it.
    With the numbers at play here, pretty sure I would be taking that approach.....demand that IFA report, you've PAID for it!
    Plan for tomorrow, enjoy today!
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