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Prudential must compensate a customer whose transfer value was significantly reduced after a meeting with an in-house adviser. He met with a Prudential adviser, who recommended he transfer into a different Prudential pension plan that would give him flexible access to his income. The report also said the transfer value quoted in March could be higher or lower than expected and illustrations noted the quoted pension value could change. Prudential told the FOS that it took into account the expected reduction in rates that would take effect from 1 April that year. But he only did so for the purpose of showing Mr L the guaranteed basic annuity he would lose if transferring away from his policy. So I think there was time to ensure he was given an accurate picture.

Pruadviser

For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website. PruAdviser online services will be unavailable from on Saturday 24 February until on Sunday 25 February for essential website maintenance. We apologise for any inconvenience caused. Unlock now. View all Latest News. Explore the cost of living hub here. Prudential Distribution Limited is registered in Scotland. Registered number SC Authorised and regulated by the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.

Prudential International is a marketing name of Prudential International Assurance plc, a life assurance company operating from Ireland, pruadviser.

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For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website. PruAdviser online services will be unavailable from on Saturday 16 March until on Sunday 17 March for essential website maintenance. We apologise for any inconvenience caused. Read it now.

Pruadviser

For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website. PruAdviser online services will be unavailable from on Saturday 16 March until on Sunday 17 March for essential website maintenance. We apologise for any inconvenience caused. To help you find the best contact details, select the product that you'd like help with from the list below. If you are calling the adviser service centre, please make sure you have the following client information to hand:. Pick the product you'd like help with from the list below and get straight to the contact information that's right for you. Our online service makes it easy to manage your clients' policies at a time that suits you.

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Leave a comment Cancel reply You must be logged in to post a comment. Quick links. But he only did so for the purpose of showing Mr L the guaranteed basic annuity he would lose if transferring away from his policy. Check out our exciting new events. Products Investments. Related content. Contact us. Authorised and regulated by the Financial Conduct Authority. Estate planning. Prudential Distribution Limited is registered in Scotland. About us Contact us News Terms and conditions. So I think there was time to ensure he was given an accurate picture. Register here. Fixed-term annuity provider Primetime Retirement has hired Russell Warwick, who helped create….

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Contact Us. As noted above, Mr L only became aware of the actual transfer value when receiving details of the policy that had been set up. Model Portfolio Service. Funds Funds. Prudential Distribution Limited is registered in Scotland. Products Retirement planning. He met with a Prudential adviser, who recommended he transfer into a different Prudential pension plan that would give him flexible access to his income. Charges and Costs. Manage cookies. The important point is being missed here, Why is a In House Tied Agent recommending the transfer In-House in the first place, when the client is not looking to take his benefits at the same time. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom. If you receive the cancellation rights, it is fair to expect that that is the amount that is being transferred. Related articles.