Tag Archives: db transfer
Should DB transfers be paid “at the trustee’s discretion”?
The FCA is finally working out a tenable position on the taking of DB transfer values. I suspect that it now considers anyone who would rather have a pension pot rather than a pension “vulnerable”. Which is a pretty … Continue reading
A personnel guide to DB transfers.
One of the questions I get asked about most is whether to transfer a pension. Whether you are a dedicated pension officer or have a wider role in HR and reward, you likely have dealings with people who are transferring … Continue reading