During the period from Q4 2017 to Q1 2020, this working party considered the purpose of transfer values. Their main objective was to look at the principles for setting methods and assumptions used in calculating transfer values.
This research was introduced following the increase of transfer value activity in defined benefit schemes, attributable to the introduction of the pensions freedoms in 2014, decisions by trustees to reduce investment risk and very low interest rates.
Outputs:
The Working Party carried out a survey amongst Actuaries during 2019, the results of which are summarised in the article.
| Chair: | Tiffany Honour |
|---|---|
| Membership: | 6 |
| Established: | 2017 |
Related documents
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Guidance for Member-Led Research Working Parties
9 November 2017
Contact Details
If you want more information about this research working party please contact the Communities Team.
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