How involved should trustees get in DB transfers?

James Phillips
clock • 4 min read

As the volume of transfer value requests grows, trustees must decide whether to take a minimalist or proactive approach with members. James Phillips explores the pros and cons.

Defined benefit (DB) trustees are increasingly being faced with members seeking to transfer their pots out into a defined contribution (DC) scheme. With Freedom and Choice, transfers have grown ...

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James Phillips
Author spotlight

James Phillips

Professional Pensions journalist from 2016-2022

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