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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.

Download this Resource item

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