DB transfer values drop to lowest month-end since 2018, XPS finds

Consultancy says its Transfer Value Index saw ‘significant decline’ in final quarter of 2024

Holly Roach
clock • 2 min read
DB transfer values drop to lowest month-end since 2018, XPS finds

Defined benefit (DB) transfer values fell to the lowest month-end figure since 2018 in December, analysis by XPS Group shows.

The consultancy's Transfer Value Index showed during December 2024, DB transfer values dropped to the lowest month-end values in seven years, despite remaining "relatively stable" throughout most o...

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

LCP launches Visualise+ to give schemes 'integrated picture'

LCP launches Visualise+ to give schemes 'integrated picture'

LCP updates Visualise technology platform in latest iteration of its flagship technology

Alexandru Antoniu-Martin
clock 07 July 2025 • 1 min read
Barnett Waddingham submits first valuation under new DB funding code

Barnett Waddingham submits first valuation under new DB funding code

The Royal Society scheme’s submission comes after rules came into force last September

Jonathan Stapleton
clock 07 July 2025 • 1 min read
DB surpluses remain 'extremely positive' in June, XPS finds

DB surpluses remain 'extremely positive' in June, XPS finds

Consultancy research shows surpluses rose by £26bn over the course of the last 12 months

Martin Richmond
clock 07 July 2025 • 1 min read
Trustpilot