A brief summary of the latest guidance offered by The Pensions Regulator to Trustees of Defined Benefit pension schemes.
DB Transfers Template - A Step in the Right Direction
Two years on from the initial roundtable discussion in July 2017, which O&M attended, we are now close to the point of the first DB Transfers Template being released.
We Have Listened To You! Cash Flow Modelling Report Changes
The O&M Pension Transfer Analysis Report covers a series of Cash Flow Models illustrating the potential outcomes on transfer to a Personal Pension, assuming either Uncrystallised Funds Pension Lump Sum or Pension Drawdown is used to access benefits equivalent to those available in the Existing Scheme.