@DavidPenneyPRW I had this issue myself! Iโm transferring one of my old schemes (c. ยฃ4,000) into my SIPP and the provider is insisting that I attend an appointment..
Seems to fall on deaf ears that Iโm Chartered with CII and CISI, Fellow of PFS, and a Pension Transfer Specialist.. ๐๐คฆ๐ปโโ๏ธ
Todayโs FSB Champions & Networking Lunch was a huge success! As well as a smile inducing icebreaker, attendees were treated to a mix of presentations and Q&A sessions designed to get them award entry ready. I canโt wait to do it again in Nottm on Thursday! https://t.co/o7UqmDPXcr