Welcome to our Defined Benefit resources page.

There has, undoubtedly, been a phenomenal level of change occurring in the occupational market, which really began to accelerate after pension freedoms in 2015, and has never really stopped evolving since then.

With the amount of change we have experienced in this area, we have found many firms are simply choosing to step away from advising on this area. This is entirely understandable, but we wanted to do our best to support those firms who are continuing to provide advice on defined benefit pensions, and this page is designed to pull together resources across all of The Verve Group, to help inform, educate and support:

DB Transfer Files: A Best Practice Guide

LATEST GUIDE

DB Transfer Files: A best
practice guide

We’ve updated our ever popular whitepaper with the
new changes surrounding DB.

Download Now

DB Debrief

Policy Statement 20/06

We have summarised the Policy Statement 20/06: Pension Transfer Advice for you in this short video.

Watch Now
DB Debrief

TALK: DB Updates

Take a deep dive into DB by watching our webinar where we explore the latest changes from the FCA.

Watch Now
DB Debrief

Recording Client's Understanding

We've bitten the bullet and described how to apply the new FCA rules around client understanding.

Read Now
DB Debrief

FCA's Policy Statement on the DB market

Review the key points in this blog.
 

Read Now
DB Debrief

Our Thoughts

Our CEO, Cathi Harrison gives The Verve View on the latest DB changes in our weekly newsletter, Eclipse.

Read Now

Internal training and support

The Art Of Defined Benefits

Use this CPD accredited course to up skill internal staff, from administrators, to advisers - from the basics of defined benefits, to the impact of the latest changes.

Presenting DB Transfer Advice

View a sample interactive suitability report from Para-Sols, describing a defined benefit pension transfer, which is both compliant and client friendly. Drop Para-Sols an email if you would like more information.

Need more?

These workshops will focus on how the latest Defined Benefits rules are working in the real world, providing you with practical takeaways to implement back in the office.

Sign up below:

DB Debrief

15th June 2022

Apricity Clients

Additional resources available to Apricity clients in the system Knowledge Base include:

  • TIP: Just type “Defined Benefits” in the search bar for all resources to pop up.
DB Debrief

PI Cover Pack

Help and support for getting the best possible PI rates.

DB Debrief

Checklists

To provide a repeatable process & compliant file when
reviewing defined benefit schemes.

DB Debrief

Recording Client Understanding

Guidance on how to meet the new regulatory requirements in this area.

DB Debrief

Training Videos

Including calculating CETVs, DB options and all about the
Pension Protection Fund.

DB Debrief

Plain English Guides

Including Abridged Advice, Contingent charging, Disclosure,
Rules & Workplace Pensions.

DB Debrief

DB Specific CPD

Videos, guides and resources being regularly added to meet
your CPD requirements.