Transcription of DB Advice checklist - Scottish Widows
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DB Advice checklist - Scottish Widows
For adviser use only this document should not be given or shown to your client. Scottish Widows has created this checklist for you to use when you are discussing the pros and cons of transferring your client s Defined Benefits (DB) to another arrangement. It will help flag some of the key issues for consideration but it is not a replacement for your regulatory, compliance or due diligence s name (DD MM YYYY) ConsiderCommentsFlexibility the fact that the DB pension cannot be altered but your client may want to take a greater level of income in early retirement whilst they are more active, or perhaps until they are eligible for the State pension? if your client does decide to transfer, have you discussed the possibility of taking a flexible income as part of a strategy to maximise tax efficiency?
For adviser use only – this document should not be given or shown to your client. Scottish Widows has created this checklist for you to use when you are discussing the pros and cons of transferring your client’s
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