DB to DC pension transfer 2025

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with a defined benefit pension, the amount you get is usually based on your salary and how long youve been part of the pension scheme. with a defined contribution pension, the amount you get is based on how much you and your employer invest in the pension and how your investments perform.
If you transfer from a defined benefit scheme to a defined contribution scheme, youll be responsible for choosing where to invest your money or will need to pay someone to help you do this. Youll also have to pay the running costs of the pension and any investment charges.
Comments 1. Drawdown from DC and ISAs only - then start DB pension at normal retirement age of 60 2. Commence a reduced DB pension early at age 55 and top up income needs with DC/ISA as necessary 3. Something inbetween eg. start with option 1 and then moving to 2 if DC/ISA investments drop significantly.
Commenting on the figures, Mark Barlow, Partner at XPS Pensions Group, said: The combination of high gilt yields and lower long-term inflation expectations is driving down transfer values, making it a difficult time for anyone who wants to transfer out of their DB pension.
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