Choose your module


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.

Start the module
Up to 60 CPD minutes

Helpful resources


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 module
Up to 30 CPD minutes

Helpful resources

More resources for advisers

Other CPD learning modules

Choose from our range of learning modules on a range of topics from pension funding and personal taxation to investment bonds and LTA.

Browse all CPD topics


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

Launch Techzone

Help and support

You can find answers to a wide range of popular policy, product and servicing questions in our help and support section.