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.
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.
Overseas transfers
What are the rules regarding transfers to overseas pension schemes?
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