Pension transfers

Understanding pension transfers - DB to DC

With increased regulatory scrutiny on DB transfers, advisers need to fully understand the risks, processes and requirements associated with giving advice to a client in relation to transferring their DB pension entitlement.

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CPD minutes: 60

Understanding pension transfers - DC to DC

Combining pension savings into one arrangement can lower costs. Transferring to a new modern scheme may also allow some with older style contracts to access pension freedoms. Advisers need to be able to balance the benefits with the possible risks.

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