Three things your clients may call you about this week …

What made financial headlines over the weekend?

clock • 3 min read

DB transfers, the state pension and a tougher taxman - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …

Cashing in your final salary pension? These 10 factors determine how much you'll get This Telegraph article takes a stab at listing the disconcerting number of ways defined benefit (DB) transfer values can change, including the financial strength of a scheme's employer and whether a contributor is married or single. Other factors include interest rates, age, life expectancy, whether the scheme uses RPI or CPI and a ‘cost of living' calculation worked out in line with rules the piece describes as "hideously complex". In total, the articles collects 10 factors that can impact a DB transf...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

AI can 'unleash the most human aspect of being a financial adviser'

AI can 'unleash the most human aspect of being a financial adviser'

Advisers urged to embrace AI as a strategic opportunity, not a threat

Sahar Nazir
clock 11 June 2025 • 2 min read
Advisers urged to have 'robust' processes to protect clients from fraud

Advisers urged to have 'robust' processes to protect clients from fraud

Last year saw sharp 34% increase in losses from investment scams

Isabel Baxter
clock 11 June 2025 • 2 min read
Intelliflo unveils AI-powered suite to cut adviser workload by 85%

Intelliflo unveils AI-powered suite to cut adviser workload by 85%

Launched at Intelliflo Innovate 2025

Sahar Nazir
clock 10 June 2025 • 3 min read