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Document What is equalisation?

Before accepting a transfer of benefits from another scheme, we are required to obtain written confirmation that the benefits from the transfer are equalised between male and female scheme members in respect of membership on or after 17th May 1990.

As part of our transfer in paperwork, Form B asks whether benefits have been equalised and if so, would the transferring scheme make good any deficiency later found in the transfer payment. If the transferring scheme answers no to either of these questions, the transfer cannot go ahead.

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