Keeley Paddon: Considerations for a positive DB transfer call - Part 1

I have been meaning to write this article for some time now but, with the volumes of cases we have recently been dealing with, time has been an even more precious commodity than usual. In fact, with gilt yields running low and many defined benefit (DB) pension schemes still offering historically high transfer values, my team of six has been very busy indeed and we have experienced a fourfold increase in requests for DB file checks since late in 2016. Any individual - whether it be via a network, a compliance support company or an internal position tasked with undertaking such reviews ...