DrawdownNov 16 2020

How to help clients make a drawdown transfer

  • Explain the required conditions for doing a partial or full transfer
  • Explain how to transfer crystallised pensions
  • Explain how statutory permissive override works
  • Explain the required conditions for doing a partial or full transfer
  • Explain how to transfer crystallised pensions
  • Explain how statutory permissive override works
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CPD
Approx.30min
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CPD
Approx.30min
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pfs-logo
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CPD
Approx.30min
How to help clients make a drawdown transfer
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There are many reasons why it may be in a client’s best interest to transfer their pension.

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