Defined benefit (DB) pension transfer values, as measured by the XPS Pensions Group Transfer Value Index, remained high during 2018 but saw a volatile end to the year.
During the last month of 2018, the firm's pension transfer value index increased by 2.3%, but also experienced the most volatile month since September 2017. The erratic period followed a fall of values...
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As financial wellbeing becomes a greater consideration for more clients and financial advisers alike, Stephen Little speaks to a numbers of advisers and other voices to see what it really means and how it can be further integrated into the planning process......
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