Following the introduction of the pensions freedoms there has been a significant increase in the number of transfer values paid from defined benefit schemes. This has been at a time when transfer values have been historically high due to low interest rates.

Against this background the IFoA’s current pensions review working party is considering whether transfer values are at an appropriate level in the current environment. It is not the working party’s intention to recommend change just for the sake of change but, as it is a number of years since the IFoA has considered this topic in detail and the external environment has changed significantly in that time, we feel it is an appropriate time to consider transfer value calculations from a first principles perspective.

We would welcome your input through the completion of this short survey on transfer values as we work through the research phase of our project.   Please note we have also addressed this survey to recipients outside of the Pensions Industry, on the premise we welcome any views from this group as well.

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