If a client has a protected retirement age (PRA), they can retain their protection through transferring the corresponding assets that hold the protection onto the Soderberg platform. It is important however that we are made aware of the protection by the ceding provider during the transfer process. Please contact our Service Centre Team on servicecentre@soderbergpartners.com to make us aware if you are commencing a transfer with a PRA.

Furthermore, to ensure that the client’s protection isn’t compromised, the assets with the protected retirement age must be kept in a sub-account of their own separate from all other uncrystallised pension assets.