Partner Insight Video: Why does the partial transfer option need careful design and communication?

clock • 1 min read

Members often find it difficult to choose whether to transfer their pension from the defined benefit to the defined contribution world. Is their priority security or flexibility?

The partial transfer option seems to offer the best of both worlds. But it needs to be carefully designed and communicated because it can lead to complexity.

Watch the video below to hear more from Richard Cook, Member Options Specialist at Aon.

 

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