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Survey on Cash Equivalent Transfer Values

The introduction of the ‘pensions freedoms’ and the current low interest rate environment have both contributed to a relatively high level of transfer values from defined benefit schemes.  Against this background the IFoA’s Current Pensions Review Working Party is undertaking some research into the way in which transfer values are determined, and would welcome members’ input to this process through the completion of this short survey.  Responses are invited from those outside the Pensions Industry as well as those working within it.

The deadline to complete the survey is 31 May.

Take part in the survey