Case studies: Defined benefit pension advice
Because the income from a DB pension scheme is guaranteed for life, you need to be certain that transferring your benefits out of your DB pension scheme is the right thing for you, as the transfer cannot be reversed. If you’re not certain about transferring, it may be best to keep your benefits where they are.
We understand that the decision to transfer out of a DB pension scheme can be a little daunting. We’ve put together some case studies to show when you might think about staying put in your DB pension scheme and when you might transfer.
Download a pdf of the case studies below.
We’ve also created a guide to the things you might want to consider before transferring your DB pension, click here if you’d like to download a copy.
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Retirement is changing: the end of the traditional retirement age
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Foster Denovo Group acquires Orchard Wealth Cultivation as it kicks off ambitious growth strategy
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Three ways to save for retirement outside of a workplace pension
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Foster Denovo reveals partner of choice for new platform build
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What you need to know about your workplace pension
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How much do you need to save to be able to retire? Eight in ten are underestimating the sum
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The future for technology in advice
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Successful young entrepreneur? Don’t expect to retire before 79
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Three reasons why pensions are better than Junior ISAs for your kids
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What’s it like to be a Foster Denovo adviser?
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Foster Denovo ranked 9th in FT Adviser’s Top 100 Financial Advisers list
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Third of people feel financial advice costs too much
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Face to face: Foster Denovo’s Roger Brosch meets New Model Adviser
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The end to austerity takes shape
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Preparing for volatility
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The residence nil rate band: what is it and how does it work?
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Financial Planning Week – ‘plan well to live well’
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Shared ownership week
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Success at the 2018 Financial Reporter Women’s Recognition Awards
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Pension Awareness Day – why saving for the future early is so important
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Three reasons why (and why not) to transfer your defined benefit pension
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Foster Denovo proudly sponsors Superhero Series
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Why retirees with final salary pensions should get advice
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Five tips to get the right advice for your DB pension transfer
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Secondsight wins Best Corporate Adviser at the Money Marketing Awards
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Boom in defined benefit (DB) pension transfers
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Pensioners underspending and bequeathing most wealth on death
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Financial advisers recognised with Investors in People award
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New tax year: what you need to know
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Foster Denovo recognised as an Investor in People
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ISA inheritance rules simplified
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Start of the 2018/19 tax year – what’s new?
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Have you maximised your pension contributions?
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Foster Denovo hires 4 advisers in private client expansion
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Foster Denovo hires ex-LEBC finance director to aid growth
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Meet the Adviser Champions: Foster Denovo’s Jamie Smith
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Inside my business: Roger Brosch of Foster Denovo
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How to make 2018 your richest year yet
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Stamp duty cut for first-time buyers
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David Currie discusses Foster Denovo’s plans for growth
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What happens to my pension when I die?
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Foster Denovo acquires TEBC
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Transformation of employee benefits data management in the UK
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Advisers value a friendly workplace
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Self-employed vulnerable to financial shocks
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Pension flexibility – two years on
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State pension age set to rise again
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The time has come to support staff with financial freedom
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Retired – and still paying off the mortgage
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What next for DB pension transfer advice?
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Secondsight wins Best Corporate Adviser at the Money Marketing Awards 2017
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Foster Denovo considers own platform to cut charges
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The Lifetime ISA – everything you need to know
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The ever changing benefits landscape – Research
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YBS Share Plans selects Foster Denovo to support financial education in the workplace
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Metrics offer a way to improve advice quality control, says Foster Denovo
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Spring Budget 2017: Commentary
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Effective Tax Planning
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The Residence Nil Rate Band explained
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The last Spring Budget date has been announced
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2017 benefit trends
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Organisations join forces to launch MHFA course
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Feeding the appetite for financial education
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80% of employees would be more loyal if they understood their benefits
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Why early intervention is a win/win for everyone
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Guide for employers: What makes people too ill to work?
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Ricoh UK engages staff with financial education
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Employers need to talk openly about mental health
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Employer loan schemes can help tackle stress
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Foster Denovo recruits 3 new Partners
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Foster Denovo merger will lead to adviser growth
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Foster Denovo merges Charity Solutions into Secondsight
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New employee benefits advisers join Foster Denovo
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1 year since the launch of the pensions freedoms
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Balancing benefits and financial wellbeing insight
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In the forefront: Roger Brosch
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Why businesses should offer financial education
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Secondsight’s key to happy clients
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High earners: act before 6 April
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Millions of savers face pension shock in Budget
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Savers face shock of pension changes
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Foster Denovo agrees advice deal
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Foster Denovo and Optionis enter partnership
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Optionis selects FD to provide financial advice
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Top earners could be hit with unexpected tax
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Unintended consequences’ of pension changes
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Warnings over the pension savings caps
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High earners need to act now or risk tax bills
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Are employers ready for re-enrolment?
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A third of SMEs will “refuse to comply” with AE
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