Should transfer values be offered at retirement as a matter of course?
Transfer values from final salary schemes are in the news for all sorts of reasons. Many employers and trustees are considering offering transfer values at retirement as a matter of course, either as a liability management tool or in order to provide members with the full range of options. What are the issues that employers and trustees should consider if they are planning to do this?
Please join us to hear Roger Cooper as Head of Trusteeship at Pi Pension Trustees in discussion with David St. Cyr of First Actuarial whether pension scheme members should be offered transfer values at retirement and what issues should be taken into account.
The discussion will be chaired by James Smith, one of the Founders of First Actuarial.