Trustee Support

We provide a number of guidelines, templates and checklists designed to assist trustees.

Supporting Members Considering Transfer Values from Defined Benefit Pension PlansIAPF24.11.2025The purpose of this note is to provide information to trustees of defined benefit pension plans, and to employers sponsoring defined benefit pension plans. It outlines considerations around the level of financial advice members should receive when contemplating a transfer value from their DB pension plan. Please click here to read.Download this publication
Click here to download
167KB
Cookie Preferences