39 Results found.

Understanding the issues on Defined Benefits transfers

Insight — 15/09/22
In the first of our subject matter expert interviews, Anthony Harkess, Client Director at TCC and Head of Specialist Resourcing, sits with David Boyhan, TCC Technical Director, to discuss Defined Benefit Transfers and the challenges the market is currently experiencing.    David has over 15 years

Spotting the warning signs of a risky acquisition

Insight — 25/05/22
The financial sector is currently experiencing a significant surge in acquisitions. And though these can be an efficient way of expanding your distribution, it’s essential you do your homework first to ensure a target firm won’t end up saddling you with hidden liabilities down the road. In Money

Trends in DB transfers: how far have we come, really?

Insight — 04/05/21
The FCA's focus on the DB transfers market is unyielding. And with the regulator continuing to assess the market from the data submitted in regulatory returns, the risk remains that unsuitable advice and poor file quality will catch you out. We’ve conducted thousands of DB transfer file reviews ov