Tag Archives: transfer-value
Shouldn’t pensions “stay at home”?
Should we stop transfers for the next 6 months? Yields are down, markets are down, has there ever been such a time to transfer your pension rights? That’s what many people may be thinking and if you were a … Continue reading
Posted in advice gap, age wage, FCA, Financial Conduct Authority, pensions, Pensions Regulator
Tagged CETV, FCA, Pensions, Ros Altmann, TPR, transfer-value
2 Comments
“A decision to take a transfer cannot be reversed and should not be rushed”
This blog is mainly written for deferred members of the British Steel Pension Scheme, but many other people may find it interesting. There’s no doubt that what is going on in Tata-land, will go on with other employers who feel … Continue reading
Posted in accountants, advice gap, Bankers, Change, drawdown, Facebook, pensions
Tagged advice, Al Rush, BSPS, CETV, Drawdown, Facebook, pensions, Time, transfer-value, TUC
8 Comments
Transfer heaven or transfer hell?
Saturday kitchen’s binary dilemma informs on the “stampede” for a defined benefit transfer value (CETV). Those who still have this option have been offered as much as 40 times the prospective pension as cash payable to an approved pension. With … Continue reading
Posted in pensions
Tagged advice, Discount rate, FABI, heaven, hell, IFA, pensions, transfer-value
2 Comments
Pension Transfer Offers – should you take yours?
I urge you to listen this excellent podcast (skip to 1 minute to avoid the ad). It’s led by Jo Cumbo and has the thoughts of a couple of IFAs (who I don’t know). At 13 minutes long it … Continue reading
Posted in pensions
Tagged CETV, fit, healthy, pensioner, pensions, Tax, Transfer, transfer-value
4 Comments
The freedom to transfer your pension benefits
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
De-risking strategy found in pocket of comatose trustee
The Pension Plowman rifling through the pockets of a trustee lying in the gutter following an all night pension celebration , has found too documents, the first a copy of Corporate Adviser the full text of which can be … Continue reading
Why I’ll be taking my chances in the death pool
Death is becoming an equal opportunity employer. Death is getting the diversity agenda.
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