Not a Member?

To find out how joining SimplyBiz will give you more control without restrictions contact a member of our team on 01484 439100, or email us at: enquiries@simplybiz.co.uk

Pension Transfer Workshop
0 seconds of 0 secondsVolume 90%
Press shift question mark to access a list of keyboard shortcuts
Next Up
Protection Academy - 13th March 2025
00:00
00:00
00:00
 

Pension Transfer Workshop

Published on 03 July 2024

The challenge of creating the right retirement solution for each client is not only highly personal, but also depends on the assets that the client ‘brings to the table’. Often, clients can have both Defined Benefit (DB), and Defined Contribution (DC) pensions to be considered.

Pension transfers continue to be a very complex and individual area of financial planning, particularly because of continual changes to regulation.

Notably, we have recently seen the removal of the Lifetime Allowance (LTA) and the introduction of new language and requirements. Namely, the Lump Sum Allowance (LSA) and the Lump Sum Death Benefit Allowance (LSDBA).

show more
Cyber security and email encryption with Beyond Encryption
Cyber security and email encryption with Beyond Encryption | 00:12:25
Electronic AML verification with Smart Search
Electronic AML verification with Smart Search | 00:11:19