DB Advice - Any platforms/providers who will accept a DB transfer with a non-positive advice?
We have a client who we have provided advice for. The advice is to retain his defined benefit pension, but he wants to go ahead and transfer anyway. My question is, are there any platforms or providers who would actually accept this? I think AJ Bell used to allow this but chaaged this in August and will only accept on a positive recommendation. We can confirm that he has taken advice and he has copies of our suitability reports and follow up letters, but obviously we cannot sign to say we have given a positive recommendation.