David Geale

  • David Geale
    Opinion

    Pension transfers – ensuring advice is fit for purpose

    2017-06-27T00:00:00

    Last week, we proposed changes to our rules and guidance that apply when advising on pension transfers. Transfers from defined benefit schemes to defined contribution schemes continue to be a hot topic with extensive media coverage in recent months. There have also been a number of developments in this market.

  • David Geale
    Opinion

    The role of advice in a digital world

    2017-02-17T00:00:00

    Long-term saving is one of the biggest issues facing society today. People are living longer and the pensions landscape seems to be constantly changing, which makes it very difficult to navigate and to know what options work best for individuals.