DB transfers: What trustees and employers should consider

DB transfers: What trustees and employers should consider

Since the introduction of freedom and choice in 2015, more and more savers have showed an interest in defined benefit transfers. In this episode, Ben Roe, senior partner and head of member options at Aon, and Gary Evans, board director at the Pensions and Administration Standards Association and chair of Pasa's Transfers Working Group, discuss the responsibilities of trustees and employers when it comes to DB transfers, and how they can support members in making the right decisions.

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Episoder(123)

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26 Aug 202226min

Schemes struggle to educate members amid cost of living crisis

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Members should be able to consider dipping into their pensions early to combat the cost of living crisis, but schemes may struggle to educate them about the best means of doing so without giving them ...

11 Aug 202226min

Ball in TPR’s court as DB funding code consultation launches

Ball in TPR’s court as DB funding code consultation launches

Podcast: The consultation into the defined benefit funding code by the Department for Work and Pensions hints at a prescriptive regime to come, but the Pensions Regulator must improve on its “rubbish”...

28 Jul 202223min

Providers delaying transfers are failing their customers

Providers delaying transfers are failing their customers

Podcast: The Department for Work and Pensions has been clear about the intent of regulations governing transfers, and providers continuing to delay them are doing their members a disservice, argues Pe...

15 Jul 202223min

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