DB Transfer Suitability

Defined benefit pension transfers have landed many financial advisers in hot water with the financial regulator (FCA). With the FCA raising concerns regarding the transfer of defined benefit pension schemes on a regular basis. As experienced and qualified outsourced paraplanners we can provide financial planners with robust financial plans that will ensure full compliance with their defined benefit transfer guidelines.

We undertake a thorough analysis of an individual’s pension scheme and let you know if we really think it could be in their best interests or not (based on years of DB transfer advice experience and feedback from compliance experts).