We've designed and adapted our defined benefit (DB) support material to highlight the important areas to consider before deciding if a transfer may be suitable for your clients.

It’s just for information, and it’s up to you to make sure that your suitability assessment meets your regulatory requirements.

Adviser DB support material

Have a look through our DB support material to help you with the suitability assessment and important areas to consider before deciding if a transfer may be suitable for your clients.