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Advice consolidators now more willing to do deals with DB firms


IFAs with pension transfer permissions need to be more ‘proactive’ with acquirers about legacy cases
The defined benefit (DB) pension transfer market has made the financial advice industry evolve dramatically over the last few years.
It has also impacted the M&A market in wealth management, as consolidators have previously tended to steer away from business with DB legacy cases and permissions.
But this may not be the case anymore.
Joshua Lee, senior broker at M&A consultancy firm Gunner & Co, said at the firm’s recent webinar
‘selling an advice business with DB Transfer exposure’: If this was the conversation we were having a year or two years ago, we would be talking about a blanket more often than not. ....

Candy Sutherland , David Edwards , Louise Jeffreys , Joshua Lee , Gunner Co , Telos Solutions , ஆண்டி சதர்லேண்ட் , டேவிட் எட்வர்ட்ஸ் , லூயிஸ் ஜெஃப்ரீஸ் , ஜோஷுவா லீ , கன்னர் இணை , டெலோஸ் தீர்வுகள் ,