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 one of our consultants discuss with a professional independent trustee whether pension scheme members should be offered transfer values at retirement and what issues should be taken into account.

The webinar will commence at 2pm on Monday 5 February. The discussion will take place between David St. Cyr of First Actuarial and Roger Cooper of Pi Pension Trustees and will be chaired by James Smith, one of the Founders of First Actuarial. The discussion will last around 20 to 30 minutes and there will an opportunity for all participants to ask questions.


We hope that you can join us. For any questions please email: webinars@firstactuarial.co.uk