S&W Sessions: The Do’s and Don’ts of Defined Benefit Pension Transfer

  • Date: 10 Apr 2019
  • Time: 09:30 - 10:30
  • Venue: Webinar, hosted via WebEx, join from any location, use the link below

Defined Benefit (DB) transfers have come under increasing scrutiny from the Financial Conduct Authority (“FCA”), primarily due to increased demand following the introduction of pension freedoms, a number of controversies and on-going press coverage surrounding such transfers in recent years. With increased regulation and professional indemnity insurance costs, high quality pension transfer advice can be expensive and hard to find.

This webinar will provide a summary of the current landscape and give you practical options when working with Defined Benefit transfers.

The webinar will touch upon the following;

  • A reminder of the Defined Benefit scheme transfer rules and recent changes
  • Best practice when considering a Defined Benefit scheme transfer
  • Practical challenges and advantages
  • Key takeaways
  • How can we help?

Who should join?

Employers with DB pensions, trustees and administrators, anyone considering a pension transfer or knows someone who might transfer, anyone dealing with employers that have DB pensions, anyone with clients who used to work in banks or large financial services companies, Investment managers, IFAs.

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