New Transfer Value Regulations

From 1 October 2008, trustees are responsible for setting the basis on which individual transfer values are calculated. The Regulator has issued draft guidance for trustees on the issues to be considered.

Please see our information sheet which summarises the new position. If you have any questions, please speak to your usual Barnett Waddingham consultant or Mark Frost in our Bromsgrove office.

Related Documents
New Transfer Value Regulations (69.86 KB, .pdf)

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