Comparison of Deferred Pension to Private Managed Pension

This worksheet compares the frequently asked question of whether it is best to accept the deferred pension plan when leaving the employer or to transfer the funds out. The illustration shows the matching guaranteed pension as well as the balance of funds remaining for the option selected. If the balance of funds is positive after the expected mortality of the client (and spouse if applicable) then a transfer out is advantageous. You can also illustrate a level income option where this could be to the client’s advantage for health or other reasons for a fixed number of years. The comparison shows the amount of extra money the client will have as a result of a transfer.

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