I am a company owner and I currently have an executive pension in Irish Life - Indexed 80/20 portfolio. I have existing pensions and my financial advisor has advised that I migrate them over to the Davyselect portfolio. In light of the recent Davy controversy should I consider alternative options or am I overreacting? My understanding is there is no interaction between the Davy platform and their other businesses. Also, I presume when my monies are invested they are held separately from Davy's assets and ringfenced in my name?
I started a different thread a couple of weeks ago - https://www.askaboutmoney.com/threads/charges-for-executive-pension-zurich.222415/ - around costs for a Zurich executive pension, after I had approached Zurich directly and got contacted by one of their tied agents. There was a good debate on...