DB Transfer Advice

Providing specialist advice for a range of clients

Due to the current climate of higher PI costs and the additional regulatory burdens, we are aware that there are a significant number of advisers who no longer provide advice on pension transfers.

Briggs Murray Actuarial do not provide pension transfer advice; however, we work with a number of IFAs who can provide the transfer advice on an “outsourcing” basis. This service means your clients are provided with DB transfer advice and are then passed back to you for ongoing servicing.

Should you have a client that requires transfer advice, then please contact us for further details.

If you are a scheme member who does not currently have an adviser then we are able to provide you with a TVAS report, this will help you make a decision as to whether to pursue the transfer to the advice stage. Alternatively, we can put you directly in touch with one of the advisers who we work with.