Transfer Value Statement
Defined Contribution
Freedom and choice is producing unexpected results across DB and DC schemes
04 March 2016
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7 min read
Defined Benefit
Transfer values have fallen to their lowest point for almost a year, according to Xafinity.
15 January 2016
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1 min read
Defined Benefit
The number of transfer value requests in defined benefit (DB) schemes doubled from January to July this year according to research from Xafinity.
06 August 2015
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Industry
Most schemes are letting members take pots as cash but remain reluctant to offer other freedoms
22 May 2015
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Defined Contribution
No one can predict the future with certainty but this does not stop people from trying. The media is full of pundits claiming history will turn right when it in fact turns left.
16 February 2015
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Law and Regulation
The Financial Ombudsman Service has ordered Legal and General (L&G) to compensate two customers who transferred out of defined benefit schemes following "unsuitable" advice.
05 November 2014
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Defined Benefit
Transfers from defined benefit (DB) to defined contribution (DC) schemes as a result of changes introduced in the Budget could cut £15bn from FTSE 350 scheme liabilities, says Hymans Robertson.
20 October 2014
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Regulation
The Financial Services Authority has confirmed it will toughen up rules on transfer value analysis.
27 April 2012
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Regulation
The Society of Pension Consultants has backed proposals from the Financial Services Authority to revise assumptions used in transfer value analysis.
20 April 2012
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