GMP Equalisation

New research shows around a third of schemes are providing or shortly planning to provide their members with additional support with their retirement decisions. In the current high inflation environment, feedback from pension schemes is that this support...

The document includes information on tax issues, past transfer payments and conversion

The guidance is focussed on frequently asked questions during the equalisation process

We asked you to outline your key concerns around GMP equalisation

The firm has completed the industry’s first standalone GMP equalisation project

Kelly Hurren and Tom Yorath discuss the results of Aon’s latest global pension risk survey, including attitudes to member options and GMP equalisation

Shannon Diggory sets out how to recognise genders while still meeting legal requirements

It covers the potential techniques for applying anti-franking for equalisation purposes

Guidance published as a follow up as part of PASA’s GMP week

The consultation proposes a reduction in the GMP revaluation rate from 3.5% to 3.25%