Grove Pension Solutions IFA Newsletter September 2023 CETV Index and Generosity Index Whilst the decision to transfer or not will always be individual and dependant on client circumstances, it is very useful for any IFA to have an understanding of what is generally...
The FT Adviser have recently published this article written by our own Managing Director Tim Flippance. Following the release of a recent survey by Aegon, it has become increasingly clear that more and more IFAs are rejecting the defined benefit transfer market to...
The FT Adviser have recently published this article written by our own Managing Director Tim Flippance. While defined benefit pension transfers have always been a notoriously slow process, in recent years timescales have increased markedly. In 2020, prior to the ban...
The FT Adviser have recently published this article written by our own Managing Director Tim Flippance. Describe the challenges with abridged advice on DB transfers. Explain when a client might get a negative result. Identify the impact of a large cash equivalent...
Grove Pension Solutions IFA Newsletter June 2023 FT Adviser FT Adviser have recently published an article written by our own Managing Director Tim Flippance with the self-explanatory title “Factors to consider when clients are considering a DB transfer”. Read this...
Grove Pension Solutions IFA Newsletter February 2023 Transfer Values Following a prolonged and unprecedented period of low interest rates, average transfer values hit a ‘peak’ in December 2021 and early 2022. However, from the early months of 2022 we have seen values...
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