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Risks and advice for transferring UK pension pots

Advising clients on transferring their pension pots out of UK schemes is fraught with risks for a financial adviser. Paul Evans, chief executive of pension product provider IVCM gives his take on the latest rules and regulations and the key issues for adviser to take into account.


Evans gives a rundown of the latest UK pension regulations and the key issues surrounding the product choices advisers need to help their clients with.

He also explains the concept of criticial yield in relation to transfers of defined benefit pensions.

Finally he deals with investment choices and how best to advise clients on where to put their money. 


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