Learn more about transferring assets here I reviewed a client who had concerns over their Defined Benefit Scheme’s suitability. They were considering a transfer for a number of reasons and wanted to understand the benefits and implications of it. One of their main concerns was their current schemes health. Three years previous, they had been…

The lifetime allowance (LTA) used to be out of reach for most but is now being factored in more and more with those looking to transfer out of a defined benefit scheme. The lifetime allowance is the maximum allowable to be saved into a pension without paying an additional charge current allowance is £1,073,100 (2021-2022),…

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