Keeping on the Right Side of Pension Transfers & Avoiding Scams

Introduction

This webinar will provide a helpful overview of what needs to be done to validly transfer a pension, and what to do to reduce the risk of inadvertently breaching those requirements and to avoid pension scams as scammers become increasingly sophisticated. The webinar will also look at how the Pensions Ombudsman is approaching pension transfer and scam cases, and how this could influence future behaviour.

What You Will Learn

This webinar will cover the following:

• Brief background setting out why pension transfers have become so messy and the moving goalposts of scams
• The current requirements of the Transfer Regulations
• How to identify and address common pitfalls arising during a pension transfer process
• Examples of pension scams (and what a pension scam really means)
• How to reduce the risk of pension scams
• Recent PO cases on pension transfers and pension scams