First Actuarial’s Redress Tracker shows that firms advising on defined benefit (DB) pension transfers now face lower ...

A typical firm’s exposure to redress liabilities in relation to defined benefit (DB) pension transfer advice is now likely to be below 5 per cent of the transfer value advised, First Actuarial’s new R ...

The Milliman Pension Buyout index uses the FTSE Above Median AA Curve and insurers' composite interest rates to estimate the average cost of pension risk transfer transactions.

During November, the estimated cost to transfer retiree pension risk to an insurer in a competitive bidding process remained level at 101.2% of a plan’s accounting liabilities (accumulated ...

"Retiree buyout costs open 2025 with little change from where we ended 2024, as increases in annuity purchase rates matched the movement in accounting discount rates," said Jake Pringle, Milliman ...

Phillip in Bridgetown: I'm retiring soon and will have a pension. I can choose the single ... that likely won't be needed. The Allworth Advice is that making this decision comes down to your ...

Defined benefit (DB) pension transfer values fell by almost 5 per cent during December 2024, according to analysis from XPS Group, dropping to their lowest level since the its index began in 2018 ...

The C&J Clark Pension Fund, Somerset ... in the release. Isio led the advice to Clarks with legal advice provided by Burges Salmon. The trustees received legal advice from Travers Smith ...

Advice firm My Pension Expert’s data from over ... while AJ Bell offers up to £500 to cover the costs of transferring. How to make a transfer go more smoothly? If you hold an unusual investment ...

Savers with a defined benefit pension, such as a final salary scheme, are required to get financial advice if the transfer value ... useful so you understand the costs, any tax implications ...

My daughter left Britain in 2009 and now lives and works in Australia. She has both UK and Australian citizenship. While in ...