XPS Transfer Value Tracker
The XPS Transfer Value Index Tracker monitors how market developments impact the transfer value of a typical pension scheme member.
Understanding the trends in transfer values helps those managing pension schemes to be fully informed to improve the support that can be provided to members.
The index shows the estimated cash transfer value of a 64-year-old member with a pension of £10,000 a year with typical inflationary increases. The value changes over time with market movements and the mortality assumptions adopted are reviewed periodically.
To change the time ranges shown, please adjust the bar above the title to the date range you would like to analyse.
Source: XPS Group.