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Defined benefit transfers

Artemis

Advising clients on transfers out of defined benefit pension schemes

How to reduce the risks of advising on DB pension transfers
Coins

Question: How do I advise a client with DB pension benefits in excess of the Lifetime Allowance?

How to advise members of defined benefit (DB) pension schemes, who have benefits that are worth more than the current Lifetime Allowance of £1 million.

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