How is members’ transfer behaviour changing due to Freedom and Choice? Issue 5 shows a jump in the number of transfer requests since the EU referendum.
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 activity is on the up, as our analysis shows a significant increase in activity for the last quarter of 2016.
How I can help
We provide individual and high quality actuarial advice, taking a collaborative approach between trustees, employer and advisers, to ensure a focus on good member outcomes.Meet some of our experts
We work closely with our clients to understand their pension scheme objectives and implement effective and creative strategies to achieve them.Meet some of our experts