SRC Wealth Management | a Chartered Financial Planning company that provides specialist advice on defined benefit pension transfers

Defined Benefit Transfers – FAQs

The answers to the questions below are for guidance purposes only and should not be relied upon. We would always recommend that you speak to a qualified financial adviser about your individual circumstances.

Abridged Advice – Can I proceed to Full Advice if you recommend I keep my DB scheme?
Abridged Advice - Can you sign the advice declaration from my pension scheme after I have received Abridged Advice?
Full Advice – Can I still transfer my pension if you recommend I do not?
How long does the advice process take?
I do not meet your criteria, will you advise me?
I know what I want to do, can I just skip to Full Advice?
Is ongoing advice mandatory?
What happens if I change my mind after transfer?