A DB transfer is often an 'all or nothing' decision for clients, however, partial transfers could be a half-way house alternative. Justin Corliss explains the process
The regulator's policy statement PS20/6 introduced a number of changes to the provision of defined benefit (DB) pension transfer advice, the vast majority of which came into force on 1 October 2020...
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The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers