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.
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 begins to stabilise - but are new FCA rules about to bring further change?
How I can help
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