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Defined Benefit Pension Transfer Service For IFA’s
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Latest News

IFA Newsletter April 2024 

IFA Newsletter April 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.

DB complaints are increasing: what should advisers do?

DB complaints are increasing: what should advisers do?

The Financial Ombudsman Service has published its latest complaints data and there is some useful information about complaints related to defined benefit transfers and its attitude towards them.

In 2022/2023, complaints related to DB transfers (not to a self-invested personal pension) had an uphold rate of 58 per cent.

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.

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