We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

Panels and Independent Financial Advisers

Type: Leaflets and factsheets
Date:

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.

Download full publication

Download

Related publications

  • Transparency September 2024

    Type: Expenditure reports
    Date:
    Our expenditure reports show all expenditure over £500 broken down by month - they are presented as a spreadsheet (CSV files).

  • Annual Report and Accounts 2023/24

    Type: Annual reports
    Date:
    Our Annual Reports look at what we have achieved over the previous year and includes performance data and summaries of investigations we have carried out over the year.
View all publications