XPS

Consultancy research shows surpluses rose by £26bn over the course of the last 12 months

Move follows review by SEI assessing against the ‘best of the rest’ in the industry

Transfer Value Index shows a record low in May after previous lows in March and April

Firm’s Transfer Value Index recorded lowest ever month-end figure for second consecutive month

PP brings together all the appointments in the pensions industry over the past week

Consultancy says Transfer Value Index remained below £150,000 throughout Q1 2025

Variation seen in performance during first and last quarters of 2024

Six-part series covers long-term strategy, covenant, investments and valuations

XPS says most have made asset allocation changes in the last year

XPS analysis finds transfer activity falls to its lowest level since 2018