Keeley Paddon: Considerations for a positive DB transfer recommendation - Part 2

08 Jun 2017

In the second of two articles on potential issues concerning DB pension transfers, Keeley Paddon highlights further key considerations advisers need to address before making a positive recommendation

Last week, I started to outline the issues to be considered when transferring from a defined benefit (DB) to a defined contribution (DC) scheme. Having examined documentation, CETV and TVAS and options , I am now going to address other areas to be aware of when embarking on transfers in order to secure a positive outcome.

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