Jeff and Lisa discuss the pros and cons of transferring a defined benefit pension scheme to a personal scheme
In these 3 short videos, Jeff and Lisa discuss some of the issues that people need to consider when thinking about their pension.
There are many factors involved and each person will have their own set of circumstances and requirements to assess when thinking about their future and their pension.
These videos are designed to highlight some of the key issues and look at both the reasons to transfer your pension and the reasons not to.
Video 1
Jeff & Lisa discuss the how transferring your pension can give you greater flexibility of how you can use your money during the different stages of your retirement. Length 1.53”
Video 2
Jeff & Lisa look at some of the issues related to health and inheritance that may influence the decision to transfer or not. Length 2. 12″
Video 3
The final video looks at DB schemes being inflation proof and offering certainty which may be the most important consideration on whether to transfer or not. Length 2.53”
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