James Baxter: What lies behind the varying DB transfer take-up rates?

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Professional Adviser, Friday 11 May 2018

The quality of the guidance documents given to scheme members and the regulated advice around the transfer transaction appear to be at the heart of some wildly varying take-up rates of DB transfers, writes James Baxter.

Evidence continues to emerge from schemes and their administrators as to the huge upswing in the number of pension scheme members requesting defined benefit (DB) pension transfer values since the introduction of pension freedoms in April 2015.

While there is also clear data suggesting more members are going on to complete a transfer, take-up rates appear to be varying significantly from scheme to scheme and across different member demographics.

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