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DB Pension Transfer October 2020

It is suggested that the following sections are included:

Abridged Advice - for Unsuitable or Uncertain outcome

  • Introduction
  • Pension Review - of the DB scheme

Full Advice - for Retain recommendation

  • Introduction
  • Pension Review - of the DB scheme
  • Appropriate Pension Transfer Analysis (APTA)

Full Advice - for Transfer recommendation

  • Introduction
  • Pension Review - of the DB scheme
  • Pension Review - of the receiving scheme if transferring to an existing pension
  • Pension Transfer Recommendation
  • Appropriate Pension Transfer Analysis (APTA)