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HomeCPD LearningPension Transfers

Pension transfers

Browse our range of free learning modules on pension transfers

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Pension transfers - DB to DC

With increased regulatory scrutiny on DB transfers, advisers need to fully understand the risks, processes and requirements associated with giving advice to a client in relation to transferring their DB pension entitlement.

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Pension transfers - DC to DC

Combining pension savings into one arrangement can lower costs. Transferring to a new modern scheme may also allow some with older style contracts to access pension freedoms. Advisers need to be able to balance the benefits with the possible risks.

Start the moduleHelpful resources: DC to DC transfersOpens in new windowHelpful resources: Consolidating pensionsOpens in new window

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Techzone

Techzone offers you support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.

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Any reference to legislation and tax is based on our understanding of United Kingdom law and HM Revenue & Customs practice at the date of production. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.