The implications of falling transfer values

Kerry Lindsay looks at how schemes can mitigate the impacts of market movements

clock • 3 min read
 Hymans Robertson head of scheme actuary services Kerry Lindsay
Image:

Hymans Robertson head of scheme actuary services Kerry Lindsay

With interest rates hitting the headlines, transfer values have fallen by around 40% in 2022 so far. But what are the implications that this might bring for pension scheme funding?

Throughout most of 2022 we saw a gradual rise in interest rates, leading transfer values to fall in value. The dramatic rise in yields following the much talked about Mini Budget on 23 September di...

To continue reading this article...

Join Professional Pensions

Become a Professional Pensions Lite Member today

  • Three complimentary articles per month covering the latest real-time news, analysis and opinion from the industry
  • Receive important and breaking news stories via our two daily news alerts
  • Hear from industry experts and other forward-thinking leaders

Join now

 

Already a Professional Pensions
member?

Login

More on Industry

WSB Awards 2025 - Enter now!

WSB Awards 2025 - Enter now!

The 13th anniversary WSB Awards will be presented in London on 10 September

Workplace Savings and Benefits
clock 02 April 2025 • 2 min read
Pensions minister urges industry to focus on returns and boost internal investment

Pensions minister urges industry to focus on returns and boost internal investment

Torsten Bell details government’s priorities of growth, consolidation and returns

Jasmine Urquhart
clock 02 April 2025 • 2 min read
Women in Pensions 2025: Last day to nominate!

Women in Pensions 2025: Last day to nominate!

Professional Pensions celebrates eight years of recognising leading female talent

Professional Pensions
clock 02 April 2025 • 3 min read
Trustpilot