FOR ADVISERS ONLY
Transfers
Safeguarded benefits
The Pension Schemes Act 2015 introduced the concept of safeguarded benefits from 6 April 2015. It also placed a requirement on some individuals to take financial advice before they can give up safeguarded benefits. We take a look at what safeguarded benefits are and when an individual needs to take advice to give them up.
Overseas transfers
What are the rules regarding transfers to overseas pension schemes?
Transfers in drawdown: our top five frequently asked questions
We look at transfers in drawdown in the latest in our series of top five FAQs on pensions technical topics.
Defined Benefit transfers
Three things to think about
Advisers are receiving an increasing number of requests from clients looking to transfer their pension from defined benefit schemes to personal pensions. In this article we look at the 3 main topics we get questions on.
FCA Defined Benefit Advice Assessment Tool
The FCA Defined Benefit Advice Assessment Tool can help adviser firms understand how the FCA assess the suitability of Defined Benefit (DB) pension transfer advice.
Pensions & Investment CPD hub
We have a number of online resources on pension transfers in our Pensions & Investment CPD hub
- Gathering information for pension transfer advice
- Look before you leap webinar
- Helping members access DB transfer advice webinar
- Helping members access DB transfer advice policy paper
- Good with your money: Transferring out of your company pension - what are the pros and cons?
Tax-free cash protection
Protecting tax-free cash on transfer is, and always has been, one of the most popular queries we receive. More specifically, what happens if an individual who is entitled to tax-free cash of more than 25% is transferring to another plan?
In specie transfers
In specie transfers involve a transfer of assets between two pension schemes, and usually involve shares, property and/or funds.
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