Tutorials and Guides

Please remember a defined benefit transfer is an irreversible, complex transaction, with financial implications for you and your family for the rest of your lives.

DB Pension Transfer video tutorials

The following tutorials offer guidance as to why transfers have become more popular and look at some of the key issues involved in the transfer decision. They should not be construed as advice either to accept a transfer, or to stay in a DB scheme. You should always seek help from an appropriately qualified financial adviser to get individual personalised advice on your pensions options and the transfer option in particular.

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Tideway Investment Group comprises the following entities: Tideway Investment Partners LLP and Tideway Wealth Management Limited. Tideway Wealth Management Limited is an appointed representative of Tideway Investment Partners LLP, which is authorised and regulated by the Financial Conduct Authority. FCA number: 496214.

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Tutorials and Guides

DB Pension Transfer video tutorials

Introduction to Defined Benefit Transfers

1. Assessing Transfer Values

2. Exploiting Pensions Freedoms

3. Tax Free Cash Sums

4. Keeping Your Funds Secure

5. Investing Post Transfer

6. Case Studies

7: The Lifetime Allowance