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: Expenditure reportsDate:Our expenditure reports show all expenditure over £500 broken down by month – they are presented as a spreadsheet (CSV files).
- Type: Information and governanceDate:The register of interests outlines the relevant external interests that each of our Ombudsmen Operational Executive and Corporate Board members hold.