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Panels and Independent Financial Advisers

Type: Leaflets and factsheets

Historically, pension scheme administrators, trustees and employers have expressed concern with regard to the scope of their responsibilities in providing financial advice to members and have hesitated in recommending or facilitating access to particular financial advisers. The generic information and guidance set out below outlines The Pensions Ombudsman (TPO)’s approach to the provision of factual information in respect of independent financial advisers.

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