Why Transfer A Defined Benefit Pension?
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Initially, the FCA warns all IFAs to emphasize that DB Pension Transfer is not for everyone.
Transferring a Final Salary Pension is entirely up to the individual. Some may be compatible with the transfer, while others may not be compatible with the transfer. However, under what conditions are DB Pension Transfer appropriate and inappropriate for the client?

Dominic James Murray, Founder, CEO, and Independent Financial Adviser (IFA) at Cameron James answers the question as well as other perspectives you need to understand why transfer a defined benefit pension? Watch the video to know the possibilities and implications as explained by the Pension Transfer Specialist with over 10 years experience (including the USA and non-UK residents)

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Key Points In This Video:

The Reasons Why DB Scheme Transfer is Counterproductive

✅ Cautious Risk
✅ Cannot Afford to Take Risk
✅ Cost Conscious
✅ Good Life Expectancy

The Reasons Why DB Scheme Transfer is Effective

✅ Investment Experience
✅ Comfortable Paying Fee
✅ Significant Other Assets
✅ Want More Control


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Video Timestamp:

00:00 – Intro
00:19 – Why Transfer A Defined Benefit Pension?
00:48 – The Reasons Why DB Scheme Transfer is Counterproductive
01:55 – The Reasons Why DB Scheme Transfer is Effective
04:33 – Outro

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About Us:
The Pension Transfer Specialist for UK, EU, & USA Residents 🌏
The Final Salary Pension Transfer Expert USA 🖊
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Existing Clients in 23 US States 🇺🇸
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Disclaimer:
No Financial Advice: The Information on this channel is provided for education and informational purposes only. The information contained in or provided from or through this channel is not intended to be and does not constitute financial advice, investment advice, tax advice, or any other advice. You Should not make any decision, financial, investments, tax, legal, or otherwise, based on any of the information presented on this channel without undertaking independent Due Diligence and Consultation with a Professional IFA or Financial Advisory.

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