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Barnett Waddingham
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The DB pension transfer process

Published by Simon Taylor on

Transferring from a DB scheme is a major decision for members and there are many factors that should be taken into account. Simon Taylor, Partner offers advice to these members to understand their transfer options.

Scheme sponsors and trustees should put in place a support framework for members who wish to investigate their retirement options, including transferring out of their DB scheme. In the area of partnering with an IFA to provide members access to good quality advice, we firmly believe the risk of doing nothing is greater than the risk of doing something. There are many steps scheme sponsors and trustees can take to facilitate a better process for members.

Find out more by downloading the briefing note below 

The DB pension transfer process
1.4 MB | PDF
Helping members understand their transfer options

Also exploring the DB transfer process, check out our blog for more information.

About the author

  • Simon Taylor

    Simon advises companies on defined benefit pension issues including liability and risk reduction exercises, scheme funding and financing, exit strategies, benefit changes and accounting disclosures.

    View Biography

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