Pension Transfers (Up To And Including 5.4.2006)

Below is a selection of our most recent updates on this subject.

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Transfer Value Analysis: The New Annuity Interest Rate (Air)

What difference will the FSA's new AIR basis for transfer calculations make?
Tuesday, May 01, 2012

Transfer Value Analysis Assumptions

The FSA has published final rules on revisions to the transfer value analysis system (TVAS) assumptions.
Monday, April 30, 2012

Transfer Value Analysis Assumptions

The FSA has published a consultation paper on revisions to the transfer value analysis system (TVAS) assumptions.
Wednesday, February 29, 2012

FSA Review Highlights Ongoing Failings In Pension Transfer Advice

The FSA has set out the findings of its follow-up work to improve the quality of pension switching advice. While this work had seen a great improvement in this area there continued to be a number of firms still giving high levels of unsuitable advice.
Tuesday, April 13, 2010

FSA Set Out Regulatory Responsibilities For SIPP Providers

The FSA has set out the regulatory responsibilities of SIPP providers following its recent review of the activities of small SIPP operators.
Wednesday, September 09, 2009

FSA Publishes Pension-Switching Advice Template For File Reviewers

The FSA has issued a spreadsheet based template to assist file checkers in ensuring advice given for DC pension scheme switches is deemed to be suitable as a result of the thematic review it published in December 2008.
Tuesday, February 10, 2009

FSA Review Highlights Failings In Pension Transfer Advice

The FSA review of pension transfers into personal pensions and Sipps has highlighted concerns about the quality of advice given in such cases and has resulted in regulatory action from the FSA.
Tuesday, December 09, 2008

Pensions Regulator Issues Finalised Guidance On Calculation OfDBTransfer Values

The Pensions Regulator has issued its guidance for the trustees of private sector DB schemes on the calculation of transfer values following the introduction of the 'DWP' transfer calculation rules with effect from 1 October 2008.
Wednesday, October 15, 2008

Basis Of Discount Rates For Calculating Cetvs For Public Sector Schemes Disclosed

New regulations have been issued to confirm that public sector schemes must use guidance issued by the Treasury when determining the discount rates when calculating a CETV.
Wednesday, September 24, 2008

Pensions Regulator Issues Draft Guidance On Calculation Of Transfer Values

The Pensions Regulator has issued a draft of its guidance on the calculation of transfer values once the new 'DWP' transfer calculation rules apply from 1 October 2008
Tuesday, August 12, 2008

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