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Defined Benefit Pension Transfer Service For IFA’s
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Latest News

IFA Newsletter March 2024 

IFA Newsletter March 2024 

In our previous Newsletter, we noted a fourth consecutive month of increases to average CETVs based on the Grove Pensions Solutions (GPS) CETV Index. This was despite the Bank of England base rate remaining at 5.25% since August 2023. So far, despite interest rates remaining stable and no decreases on the horizon, we have seen a slight reversal in this with average CETVs dropping over early 2024.

IFA Newsletter February 2024

IFA Newsletter February 2024

In December 2023, for the fourth consecutive month, we have seen average CETV’s increasing, based on the Grove Pensions Solutions (GPS) CETV Index. This is despite the Bank of England base rate remaining at 5.25% since August 2023. Of course, inflation-linked increases to members deferred benefits will have inevitably played a significant part in this increase in CETV’s.

IFA Newsletter November 2023

IFA Newsletter November 2023

Following the implementation of our new fee structure, we can confirm that we now have a maximum fee ‘cap’. In short, our maximum fee for DB transfer advice is now £13,000, applying to any client with a transfer value of greater than £857,000

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