Scottish Widows has launched a 'digital toolkit' to support advisers with defined benefit (DB) transfer advice following a surge in transfer requests.
The toolkit, which is available to use free of charge through its site, offers advisers best practice DB advice case studies as well as templates to help them talk through the main considerations when transferring out of a DB pension. It also offers a checklist of information and requirements when requesting a transfer report. Updates to information will also be provided through social media and its e-newsletters, while Scottish Widows will be providing a special edition of its TechTalk publication on the subject. The provider said it had received 450 requests for transfer value a...
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