Tag Archives: XPS

“yes, no, maybe” ; XPS analysis exposes limits of signposting.

  Our first annual survey of DC retirement outcomes reveals that pension schemes that offer retirees a full suite of options on how to access their funds secure the best outcomes for their members.   -XPS This conclusion is reached by … Continue reading

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Why do DB transfer values make me sick?

One of the things ordinary people find hardest to work out is why their share of a defined benefit scheme can go up when stock markets go down. This happened last month where the stock market fell. But in August, … Continue reading

Posted in actuaries, advice gap, BSPS, FCA, pensions | Tagged , , , , , , , | 8 Comments

Shining light on Pension Scams

Key findings: 1. Information on scams is not readily available at an organisational level 2. The Scams Code is seen as a good basis for due diligence 3. Significant time and effort goes into protecting members from scams 4. The … Continue reading

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