One of the key issues facing financial advisers today is how to transact a DB pension transfer, writes Peter Doherty. Get it right and you have a very happy client. Get it wrong and the client won't be happy at all
First, and critically, a defined benefit (DB) transfer is an irreversible transfer of risk from a pension scheme to an individual. The premium paid by the scheme to discharge its risk is the CETV, which...
Ceremony will take place 13 November
300 organisations signed charter
Tough year for the sector
Targeting annual yield of 4%