What would I do if I had a Defined Benefit Pension? A Defined Benefit Pension is a safeguarded asset that provide you with guaranteed income for the rest of your life. This is why, transferring a Defined Benefit Pension is not a simple and straightforward process. The regulation stated that you have to get through regulated financial advice process from an Independent Financial Advisor (IFA) that is regulated by the FCA if your Defined Benefit Pension is worth more than £‎30,000. Now, with all these process that you have to get through, what should you do if you had a Defined Benefit Pension? Should you transfer it or leave it?

There is no simple answer to this question, either. As we stated above, the Defined Benefit Pension is a safeguarded asset, which is why you have to go through a financial advice process to understand your situation, financial goals, and ensure that you are leaving your safeguarded benefits. Before going to the advice process, you have to appoint a qualified and experienced IFA to provide you with the advice that is suitable for you. A transfer suitability report will be provided to you by your IFA, following the advice process.

By watching this video, you will be able to understand:
The answer to “what should you do if you had a Defined Benefit Pension?”
How a Defined Benefit Pension transfer process happen.
How to choose the right IFA for your Defined Benefit Pension transfer.

Watch this video to understand everything you need to understand about the Defined Benefit Pension and how to manage it best. Subscribe to the channel for more information about the UK pension industry, Defined Benefit Pension tips and insights from the expert in the industry.

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Video Timestamp:
00:00 – Intro
00:17 – Step 1: Discussion With Anyone Affected
01:02 – Step 2: Start Your Research
01:23 – Step 3: Find a Qualified and Regulated IFA
01:39 – Tips on Finding the Right IFA
02:55 – Trust Your Gut and Make the Decision
04:16 – Outro

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References and Helpful Links:

Learn more about Defined Benefit Pension:
https://www.cjfinance.co.uk/services/...

Learn more about our advice process:
https://cameronjamesusa.com/ouradvic...

Key Points:

✅ How Your Defined Benefit Pension Affecting Your Family
✅ How to Choose the Right IFA for Your Defined Benefit Pension Transfer
✅ What Should You Do if You Had A Defined Benefit Pension

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