Panels and Independent Financial Advisers
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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- Type: Leaflets and factsheetsDate:This factsheet is guidance for applicants about The Pensions Ombudsman’s Early Resolution Service (ERS) explaining what it is, how it operates and what your options are.
- Type: Leaflets and factsheetsDate:This factsheet tells you what will happen next and gives you some important information about our investigations.