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

Partner Insight: Future-ready capabilities for pension schemes in a changing investment landscape

Partner Insight: Future-ready capabilities for pension schemes in a changing investment landscape

As pension schemes face increasingly complex investment challenges, research-powered capabilities can help deliver tailored exposures aligned with long-term objectives.

Fidelity International
clock 11 November 2026 • 6 min read
Partner Insight: Are mid-life employees becoming retirement's forgotten group?

Partner Insight: Are mid-life employees becoming retirement's forgotten group?

New research suggests many employees in their forties are slipping into a retirement planning blind spot

Royal London
clock 09 November 2026 • 4 min read
Partner Insight: From awareness to action – closing the retirement planning gap

Partner Insight: From awareness to action – closing the retirement planning gap

Many employees think about retirement. Far fewer take practical steps to prepare for it.

Royal London
clock 04 November 2026 • 5 min read
Trustpilot