DB Pension Transfer Tutorials and Guides

Please remember a defined benefit transfer is an irreversible, complex transaction, with financial implications for you and your family for the rest of your lives.

Video tutorials

The following tutorials offer guidance as to why transfers have become more popular and look at some of the key issues involved in the transfer decision. They should not be construed as advice either to accept a transfer, or to stay in a DB scheme. You should always seek help from an appropriately qualified financial adviser to get individual personalised advice on your pensions options and the transfer option in particular.

Introduction to Defined Benefit Transfers

Introduction to Defined Benefit Transfers

Member options, high transfer values, about the tutorials and the transfer decision

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1. Assessing Transfer Values

1. Assessing Transfer Values

How Tideway assess transfer offers and why they move up and down

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2. Exploiting Pensions Freedoms

2. Exploiting Pensions Freedoms

About the new freedoms and how people are using them

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3. Tax Free Cash Sums

3. Tax Free Cash Sums

Why they are an important consideration in the transfer decision

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4. Keeping Your Funds Secure

4. Keeping Your Funds Secure

Avoiding scams, secure pension infrastructure and avoiding big losses

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5. Investing Post Transfer

5. Investing Post Transfer

Lowering the risks associated with income drawdown

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6. Case Studies

6. Case Studies

How people are using the transfer option and when it might be right to stay in the scheme

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7: The Lifetime Allowance

7: The Lifetime Allowance

How it bites and strategies to lower its impact

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8: Tideway's Transfer Advice Process

8: Tideway

What you can expect if you engage with us for advice

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Free DB Transfer seminar

In this section:

Tideway Investment Group comprises the following entities: Tideway Investment Partners LLP; Tideway Wealth Management Limited and Tideway Asset Management Limited. Tideway Asset Management Limited and Tideway Wealth Management Limited are appointed representatives of Tideway Investment Partners LLP, which is authorised and regulated by the Financial Conduct Authority. FCA number: 496214.

Tideway Investment Partners LLP
107 Leadenhall Street
London EC3A 4AF

+44 (0)20 3143 6100
info@tidewayinvestment.co.uk

© Tideway Investment Group 2019

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