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12th December 2017
:: Employer | Tools and Services | Transfer values

Transfer values 
 
This page provides links to documents and websites about the calculation of transfer values that you may find useful. Where there are links to external documents or websites these are included:
  • for further relevant information or other key source material
  • for background information
  • for useful practical information
  • for further informed comment.   
 
 
 
 TPR document Guidance to help trustees calculate transfer values - Press Release  Issued on 29th September, 2008 from The Pensions Regulator. The guidance aims to help DB scheme trustees understand and fulfil new responsibilities being introduced in regulations by the Department for Work and Pensions. From 1 October 2008, it will be the responsibility of the trustees to take the decisions on which the calculation of cash equivalent transfer values is based. (HTML)
 
External link to TPR website.
  Moving on out: transfer laws due to change - An insightful article from Pension Lawyers, Wragge & Co, about the effects of the new transfer value regulations, including answers to questions such as: What does this mean for trustees?, How is the CETV calculated?, and Is an alternative method of calculation available? (HTML) 
 
External link to Wragge & Co website.
 TPR document Draft guidance to help trustees calculate transfer values - Press Release on 8th August, 2008 from The Pensions Regulator. The guidance aims to help DB scheme trustees understand and fulfil new responsibilities being introduced in regulations by the Department for Work and Pensions. From 1 October 2008, it will be the responsibility of the trustees to take the decisions on which the calculation of cash equivalent transfer values is based. (HTML)
 
External link to TPR website.
  Calculation of pensions transfer values - 1 page Press Release on 25th October, 2007 from the current Minister for Pensions Reform, Mike O'Brien advising that the new regulations on the calculation of transfer values will come into effect on 1st October 2008. (HTML) External link to DWP PDF document.
     
  Consultation on Draft Regulations - Approaches to the calculation of pension transfer values - In this 74 page DWP document, the Government seeks views on the draft regulations. Released July 2007. Responses were required by 17th August 2007. (PDF) External link to DWP PDF document.
     
  DWP Press Release - DWP announces the consultation document outlining the way transfer values are to be calculated. 1 page. Released 6th July, 2007. (HTML)
External link to DWP website.
     
  Approaches to the calculation of pension transfer values - Response to the consultation - In this 29 page DWP document, the Government sets out its proposals on the calculation of transfer values for private sector pension schemes. Released in January 2007. (PDF) External link to DWP PDF document.
     
  DWP Press Release - James Purnell, (the then Minister for Pensions Reform), announces the Government's decision on the way transfer values are calculated. 1 page. Released 18th January, 2007. (HTML)
External link to DWP website.
     
  Response to the Consultation Document - A 12 page reply to the consultation document by the Occupational Pensioners' Alliance. Released August 2006. (Word) External link to a Word document from the OPA website. 
     
 
Approaches to the calculation of pension transfer values - Consultation Document A 36 page consultation document, the Government sets out the current methodology and consultation arrangements on the calculation of transfer values. June 2006. (PDF)
External link to DWP PDF document.
 

 

 
     
 
 
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