Defined benefitApr 25 2024

DB complaints are increasing: what should advisers do?

After engaging with this content, which carries an indicative 30 minutes of CPD, you will be able to:

  • Explain how to approach fact-finding when doing a DB transfer
  • Explain Fos expectations during a DB transfer
  • Explain how advisers can help clients' understanding of their pensions of DB transfers
  • Explain how to approach fact-finding when doing a DB transfer
  • Explain Fos expectations during a DB transfer
  • Explain how advisers can help clients' understanding of their pensions of DB transfers
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DB complaints are increasing: what should advisers do?
Fos stats show that there were 1,425 new complaint cases related to DB transfers in 2022/2023. (AtlasComposer/Envato Elements)

The Financial Ombudsman Service has published its latest complaints data and there is some useful information about complaints related to defined benefit transfers and its attitude towards them.

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Financial Ombudsman Service
Pensions
Regulation
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