Capital & Income


You could have lost valuable pension benefits if the company advised you to transfer your defined benefit pension to a private pension.

Background Information

Capital & Income Solutions (C&lS) described themselves as “Experts in Pension Release.” For a business employing less than a handful of people they have been remarkably successful, but with their annual accounts substantially overdue and calls to the firm going unanswered, it wasn’t perhaps a total shock when they finally entered liquidation on 9th January 2020, with Alex Kachani of Crawfords Accountants in Salford being appointed.

Capital & Income Solutions transferred a large amount of these pensions when it was not suitable for the client and certainly not in the client’s best interests and charging clients 4-5% for this!

This firm has been the subject of a number of news articles over recent years, due to the fact that they received large amounts of leads relating to clients with final salary pensions. More information can be found here: https://citywire.co.uk/new-model-adviser/news/revealed-web-of-advice-firms-linked-to-lead-generator/a1328374?section=new-model-adviser

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