Accessibility tools

Pension transfers: Taking the time to protect members

Pension transfers: Taking the time to protect members

14 Nov 2023

Actioning a member’s request to transfer their benefits is a lengthy process and one that can receive a lot of negative attention, but it is essential that trustees, via their administration provider, carry out the necessary steps to reduce the risk of pensions scams.

In this briefing, XPS Administration looks at the transfer process, what checks need to be carried out and how trustees can help their administration teams to manage expectations to ensure a better member experience.

Read more:

Related links

Download PDF

Back to insights and briefings
  • Register for events
  • Join our mailing list
Register for events

We enjoy hosting a wide range of events for pension scheme trustees, corporate sponsors, independent trustees, and pensions professionals.

Full list of upcoming events

Join our mailing list

Keep up to date with our latest news and views including pension briefings, XPS insights, reports and event invitations.

Sign up