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Supporting your Defined Benefit advice from start to finish

Supporting your Defined Benefit advice from start to finish

The Defined Benefit advice market is growing. As you know, Pension Freedoms gave people with Defined Contribution pensions greater control and flexibility over taking their benefits, so more clients with a Defined Benefit pension are enquiring about the pros and cons of transferring. There are many reasons to be cautious about advising on Defined Benefit pensions, but we’re helping you achieve the right outcomes for your clients with expert support, free TVAS report and a flexible product solution if transferring is right.

Expert support

Helping you achieve the right outcomes for your clients with:

Client Defined Benefit Guide
Provide your client with information on the process and options that are available to them.
Defined Benefit Adviser Guide
An overview outlining the reasons why people may want to transfer, key considerations, and how we can help.
DB to DC Case Study
A case study showing what successful Defined Benefit advice looks like.
Defined Benefit to Defined Contribution Checklist
Checklist to help you talk through the key points about transferring out of a Defined Benefit pension.
Adviser Guide to TVAS reports
An overview of our TVAS report.
TVAS Request Form
How to start the request for a TVAS report, with a list of all the required information.
Special Edition: Defined Benefit TechTalk
Our financial planning experts provide support on key compliance issues.

Retirement Account

A flexible product solution if transferring is the right outcome for your client

Find out more about Retirement Account

Get more information

Email our specialist team with any of your Defined Benefit questions

DBsupport@scottishwidows.co.uk

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