Pension transfers: Transparency vital in push to raise standards

A glass half full for pension transfers?

clock • 3 min read

We know it’s possible for transfers not just to get faster but to be a better experience for advisers and, crucially, their clients, writes Anthony Rafferty

Are you a glass half full or half-empty kind of person? Years of facing the same stubborn issues and repeating well-worn arguments mean that, as an industry, I suspect most of us probably fall into the glass half empty camp. Pension transfers are one such topic that sparks a lot of debate. Some of the negativity around transfers is justified of course, thanks to a minority of pension providers out there still clinging to manual processes. But it is possible to shift this perspective to a glass half full, with our recent data showing that by far most transfers in the pensions industry ...

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