Defined benefit transfer guidance and abridged advice

D2C Digital
Guidance and triage

Whether to consider to transfer a defined benefit pension or not is an extremely complex area. This online tool educates the client about their defined benefit pension and whether advice maybe appropriate.

Who does this help?

Designed for those with a defined benefit pension, this digital tool mimics the conversational role of an adviser, helping the client understand the important factors around defined benefit transfers and considerations for taking financial advice.

The client is able to make an informed decision on whether to seek out defined benefit transfer advice.

It is suited to both bulk member exercises as well as to individuals who need to understand the important factors of a defined benefit pension.

Client objectives

All objectives are based around helping the client to gain a better understanding of their defined benefit pension and the implications of transferring out of it.

  • What is a defined benefit scheme?
  • What is financial advice?
  • The difference between defined benefit and defined contribution pensions
  • About investment risk
  • Scheme member booklet

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Outcomes

Get an 'unclear' outcome, advice on transferring out of a defined benefit pension needed: referral to an adviser.

Get a 'do not transfer' outcome, no advice needed: but feel fully-informed about their defined benefit pension.

Configurable parts

The journey can be branded with your own logo, tone of voice, scheme documents and educational videos.

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Key features

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CV34 6RT


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