DB transfer values drop to a 12-month low in November, XPS finds

XPS says Transfer Activity Index has remained ‘broadly flat’ throughout 2024

Martin Richmond
clock • 1 min read
DB transfer values drop to a 12-month low in November, XPS finds

Defined benefit (DB) transfer values during November fell to a 12-month low before a marginal recovery by the end of the month, analysis from XPS Group shows.

The latest update from the consultancy's Transfer Value Index showed DB transfer values fell to a 12-month low dropping to £151,000 during November, before seeing a narrow improvement to reach £153...

To continue reading this article...

Join Professional Pensions

Become a Professional Pensions Lite Member today

  • Three complimentary articles per month covering the latest real-time news, analysis and opinion from the industry
  • Receive important and breaking news stories via our two daily news alerts
  • Hear from industry experts and other forward-thinking leaders

Are you a trustee, investment consultant or in-house pension and benefit scheme professional? You can apply for full complimentary access here

Join now

 

Already a Professional Pensions
member?

Login

More on Defined Benefit

Managing surplus becoming 'increasingly important' strategic priority

Managing surplus becoming 'increasingly important' strategic priority

LCP says surplus sharing is rising up agendas, but most schemes still face endgame barriers

Holly Roach
clock 17 July 2026 • 2 min read
PPF 7800 aggregate surplus remains consistent in June

PPF 7800 aggregate surplus remains consistent in June

Lifeboat fund’s index shows surplus saw narrow increase of £0.2bn last month

Martin Richmond
clock 14 July 2026 • 3 min read
Increased DB funding levels driving more complex endgame decisions

Increased DB funding levels driving more complex endgame decisions

Hymans paper says DB schemes have entered a ‘fundamental’ new phase

Martin Richmond
clock 10 July 2026 • 3 min read
Trustpilot