Defined Benefit Pension Schemes
Module refreshed June 2025 | CPD time: 2 Hours 15 Minutes
This module explores the great variety of defined benefit and contribution schemes, with particular attention paid to the options for scheme holders and employers, as well as the various requirements.
1. Types of Pension Schemes
2. Transfer Values
3. Financial Conduct Authority (FCA)
4. Statutory Advice Requirement
5. Client Documents
6. Pension Transfer Adviser Business Models and Philosophy
Module Test