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

FSCS places West Yorkshire-based investment advice firm in default

FSCS places West Yorkshire-based investment advice firm in default

FCA revoked its authorisation in September 2023

Sahar Nazir
clock 26 November 2024 • 1 min read
DE&I progress since Black Lives Matter stagnates in financial services

DE&I progress since Black Lives Matter stagnates in financial services

Reboot Race to Equality report finds no real change or progress

Linus Uhlig
clock 26 November 2024 • 2 min read
PA Awards 2025: Adviser category shortlists revealed!

PA Awards 2025: Adviser category shortlists revealed!

The industry’s best in ESG, client engagement, paraplanning, vulnerable customer care, and more

Professional Adviser
clock 26 November 2024 • 3 min read