Transfer value experience – Q1 2021

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We have analysed defined benefit (DB) cash equivalent transfer values (CETVs) over the twelve months to 31 March 2021.

Our report reveals that the Covid-19 pandemic has significantly impacted CETVs in a number of important areas. The last year has also seen the FCA shake-up the transfer value advice market.

Therefore, with many members facing challenging economic situations as a result of Covid, trustees and sponsors need to consider whether they can provide members with additional support in this area, as well as review any existing processes to make sure that they comply with the latest guidance. 

For more information, download our briefing note today. 

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Read our briefing note

Get your analysis of DB cash equivalent transfer values (CETVs) over the twelve months to 31 March 2021. 

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A professional briefing document titled "FCA-TPR guidance on DB transfers: how does this affect member support?" discusses guidelines for pension transfers. It includes details on providing information to members.

FCA-TPR guidance on DB transfers: how does this affect member support?

The FCA has released its final guidance regarding DB transfers to IFAs and, jointly with TPR (in a separate document), to trustees and employers. What does the guidance mean when supporting members?

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