BA436 DB Transfers

Question 1

Must demonstrate

Answer 1

highlight and confirm longevity, inflation, inv risk
appropriateness
TVA report
For MP scheme CYC
MP provide cashflow analysis
Meet future liabilities
IHT position
LA implications

Question 2

Positive Indicators

Answer 2

Impaired Health
Ample provision for desired standard of living
DB small part of overall provision/needs
A desire to access solely execute flexible income