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.
Introduction to Defined Benefit Transfers

Member options, high transfer values, about the tutorials and the transfer decision
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1. Assessing Transfer Values

How Tideway assess transfer offers and why they move up and down
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2. Exploiting Pensions Freedoms

About the new freedoms and how people are using them
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3. Tax Free Cash Sums

Why they are an important consideration in the transfer decision
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4. Keeping Your Funds Secure

Avoiding scams, secure pension infrastructure and avoiding big losses
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5. Investing Post Transfer

Lowering the risks associated with income drawdown
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6. Case Studies

How people are using the transfer option and when it might be right to stay in the scheme
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7: The Lifetime Allowance

How it bites and strategies to lower its impact
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