Tag Archives: Pension Transfer

How one actuarial consultancy is protecting “advice” and advisors.

Posted on February 20, 2024 by henry tapper

This morning we will be having a different kind of Pension PlayPen coffee morning. Sarah Abraham of First Actuarial will be talking about the threat facing the advice industry from perceived mis-selling of pension transfers during the second half of … Continue reading →

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Preparing for the FCA’s “nuclear bomb” on transfers.

Posted on February 18, 2024 by henry tapper

February 20, 2024 10:30 am London At our next event Sarah Abraham, head of Pension Redress Services, at First Actuarial will be talking about why IFA’s should plan for pensions transfer redress. With the British Steel pension redress scheme still … Continue reading →

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Some odd things about partial transfers.

Posted on October 25, 2018 by henry tapper

There’s a debate going on between Al Rush, Jo Cumbo, Steve Webb and a number of others with regards partial transfers from defined benefit schemes. Want to go 50:50 with a “final salary” pension transfer? Ford will soon let employees … Continue reading →

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Why some transfer values may be just TOO HIGH!

Posted on September 7, 2017 by henry tapper

Earlier this year I wrote a blog “why some transfers are ridiculously high” which set out to explain how DB transfer values are calculated and why they are at present at historical highs. My friend and colleague Alan Smith presented the … Continue reading →

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“The pension transfer lottery” – thoughts from a PlayPen lunch.

Posted on December 6, 2016 by henry tapper

At a consumer level, the absurdity of pension deficit volatility, seemed to me abstract and notional. But yesterday’s Pension Play Pen lunch changed that.  One of our party reported that the value of his cash equivalent transfer value (CETV) changed … Continue reading →

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The freedom to transfer your pension benefits

Posted on April 16, 2015 by henry tapper

The freedom to transfer pension benefits has since the 5th April been denied to millions of those with deferred pensions. If you are a member of an unfunded Government pension scheme (any scheme other than the Local Government schemes), they … Continue reading →

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