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LouieD12

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LouieD12
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  • Great Thanks Richard, we were thinking along the same lines. We have an adviser here who was querying it so we needed something official to say that we can't.
    in Recycling Equity Release funds into a DGT Comment by LouieD12 November 2020
  • Hi Janeen, We have a sister company that exclusively deals with DB transfers. They have now made it mandatory for every client to go through the money alive DB videos to gain a thorough understanding of the advice they are seeking. These video…
    in Money Alive Comment by LouieD12 January 2020
  • Hi Sean, the company i work for does this. There is an initial triage questionnaire to see if the pension should be reviewed. The introducer supplies the destination of funds, this is then reviewed and if a transfer is viable it is passed back over …
    in DB Pension Introducers Comment by LouieD12 August 2019