Justin Corliss: Making the case for partial DB transfers
Half-way house
A defined benefit (DB) transfer is often an 'all or nothing' decision for clients, however, partial transfers could be a half-way house alternative. Justin Corliss explains the process
The regulator's policy statement PS20/6 introduced a number of changes to the provision of DB pension transfer advice, the vast majority of which came into force on 1 October 2020. These changes, along...
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