Pensions Freedom has caused a number of clients to reconsider their Defined Benefit pensions, attracted to greater access to their pension funds. But the transfer analysis process is complex and requires specialist expertise. If you have clients for whom such a process might be worthwhile you may have in house expertise and permissions or if not you may consider working with a specialist firm like Easy Financial Planning (you can talk to Easy and find out more about how they can help you here>>)
DB pensions can be complex in structure, often difficult to interpret and usually contain several benefits and guarantees. If you do not have the right permissions, or simply wish for some specialist support then Easy Financial Planning can help.
About Easy Financial Planning
Easy Financial Planning are pension transfer experts helping to take the headache out of Pension transfers. Easy have spent the last 10 years helping financial advisers through the complex world of pensions by allowing them to completely outsource the data gathering and advice process – whilst letting them retain control of their client. To talk to Easy and find out more about how they can help you go here>>
