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Defined Benefit Schemes

A Guide to Defined Benefit Schemes


Unusually in this instance and for this subject we have two guides you can use, and you can choose between them or use both.

Transferring your Defined Benefits Pension Scheme

This guide is a short, top level overview of all the considerations and options available for those who may be considering their DB Scheme. It is a wonderful introduction to this detailed and complex subject, acting as a stepping stone towards more detailed information and advice later down the line.

A Guide to Defined Benefit Schemes

This guide, written and developed by one of the UK’s leading IFAs, Alan Moran of Interface Financial Planning, is now available for firms to white-label as their own.

Alan developed the guide as a comprehensive explanation of everything individuals need to be considering if they are exploring options around a DB scheme.

It can be used as part of a triage process and at any stage of discussions.

In preparing the guide Alan had substantial compliance input from third-party specialists.

The guide is very detailed and is quite different to many of the other guides we offer to Adviser Firms. Most of the guides we produce are top-level and leave the detail for discussions between the adviser and the prospect or client.

However, in this case to meet the regulatory standards and to respect the nature of the subject the guide is exceptionally detailed and comprehensive.

If you would like to explore getting either of these documents prepared into your branding for your use moving forward, we have the exclusive distribution rights to provide it to other advisers and adviser firms.

To request further details and to obtain a copy of our explanatory PDF please fill in the form below:

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