XPS Pensions

Transfer Value Index remains stable but activity remains low

One third are rated ‘green’ for ESG, but more asset classes need to demonstrate objectives

Transaction secures benefits of around 650 members of the telecommunications scheme

More flexible DB investment and funding regs best way to boost allocation to growth assets

PensionBee analysis of Origo data found a 31% increase in transfer times in two years to 2022

Industry thinks current regulatory framework could better enable open schemes to ‘thrive’

Guidance covers investment, buffers, resilience testing, governance and LDI monitoring

However, analysis finds DB schemes are resilient and have enough assets for buyout

Low dependency is most popular strategy for fiduciary managers, according to XPS

Launch comes after research showed variation in manager performance during crisis