Transferring from a money purchase pension scheme
The aspects to be considered in advising on transfers from defined contribution (DC) (money purchase) pension schemes, including occupational pensions and personal pensions/SIPPs
25 April 2025
Transferring from a Defined Benefits (DB) scheme
The various pension options available to a member who has left a final salary occupational scheme, and what aspects should be considered in advising on which is the best. And the advice implications where a member of a DB scheme wishes to opt out of that scheme.