Transfer quotation activity continues to decline alongside continuing concerns regarding the quality of member advice. Our latest quarterly analysis shows that, quotation rates have dropped to the lowest rate we have seen since Q3 2016. This update covers some immediate considerations for trustees.
My name is Jim and I am a Senior Actuarial Consultant.
I work on a portfolio of both corporate and trustee clients with assets ranging in size from £10m to £1bn.
I have recent experience of project managing a scheme through a full buy-out and wind-up.
Jim is always responsive and provides helpful advice on technical issues.
Transfer value quotation rates have dipped since Q2 2018. The recent GMP equalisation case has a significant implication for most UK defined benefit schemes on many fronts including transfer value payments. This update covers some immediate considerations for trustees.
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