Justin Corliss: Making the case for partial DB transfers

Half-way house

clock • 4 min read

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...

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