Partner Insight Video: Why does the partial transfer option need careful design and communication?

clock • 1 min read

Members often find it difficult to choose whether to transfer their pension from the defined benefit to the defined contribution world. Is their priority security or flexibility?

The partial transfer option seems to offer the best of both worlds. But it needs to be carefully designed and communicated because it can lead to complexity.

Watch the video below to hear more from Richard Cook, Member Options Specialist at Aon.

 

Click here to read further information on driving better member Outcomes

More on Defined Contribution

DC defaults become more growth-focused as providers adapt to member behaviour

DC defaults become more growth-focused as providers adapt to member behaviour

Isio says higher equity exposures more common in the growth and retirement phases

Jonathan Stapleton
clock 06 March 2026 • 2 min read
TPR warns smaller schemes to do more on decumulation

TPR warns smaller schemes to do more on decumulation

Watchdog says two-fifths of schemes offer no retirement income option at all for members

Jonathan Stapleton
clock 05 March 2026 • 1 min read
Factor differing career paths into design of default pension plans, TPR says

Factor differing career paths into design of default pension plans, TPR says

Schemes need to consider ‘widespread’ career breaks when designing default plans

Martin Richmond
clock 02 March 2026 • 3 min read
Trustpilot