Transfers

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Transfers guidance:

The following Pensions practice note provides comprehensive and up to date legal information on Advising on DB to DC transfers

Practice notes

The following Pensions practice note provides comprehensive and up to date legal information on Automatic transfers

Practice notes

The following Pensions practice note provides comprehensive and up to date legal information on Block transfers and pension schemes

Practice notes

The following Pensions precedent provides comprehensive and up to date legal information on Bulk Transfer Agreement

Precedents

The following Pensions practice note provides comprehensive and up to date legal information on Bulk transfers between occupational pension schemes—an introduction...

Practice notes

The following Pensions practice note provides comprehensive and up to date legal information on Dealing with pension scheme members who are insistent clients...

Practice notes

The following Pensions practice note provides comprehensive and up to date legal information on Individual pension transfers—beginners’ guide

Practice notes

The following Pensions practice note provides comprehensive and up to date legal information on Individual transfers—DB occupational pension schemes

Practice notes

The following Pensions practice note provides comprehensive and up to date legal information on Individual transfers—DC occupational pension schemes

Practice notes

The following Pensions practice note provides comprehensive and up to date legal information on International pension transfers

Practice notes

The following Pensions practice note provides comprehensive and up to date legal information on Pension bulk transfers—beginners’ guide

Practice notes

The following Pensions precedent provides comprehensive and up to date legal information on Precedent Defined Benefit (DB) Transfer Form

Precedents

The following Pensions practice note provides comprehensive and up to date legal information on Requirement for appropriate independent advice on DB to DC transfers...

Practice notes

The following Pensions practice note provides comprehensive and up to date legal information on Transfers and personal pensions

Practice notes

The following Pensions practice note provides comprehensive and up to date legal information on Transfers of Section 9(2B) rights and GMPs from 6 April 2016...

Practice notes

The following Pensions practice note provides comprehensive and up to date legal information on Trustee considerations on DB to DC pension transfers and conversions...

Practice notes

Would a member of a DC occupational pension scheme, who has pre-A Day scheme-specific lump sum protection of more than 25%, lose that protection if they designate funds...

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