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New guidance on cash equivalent transfer values

The Occupational Pensions Regulatory Authority has published new guidance for pension scheme trustees, auditors and actuaries on payment of cash equivalent transfer values.

The guidance is a form of Opra update, which outlines the circumstances in which the regulator may allow trustees more time in which to provide a written statement of entitlement to members requesting a transfer.

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What price (more) freedoms?

George Osborne will make his last Budget speech of the current parliamentary term this week, and the early media briefings suggest that pensions will again feature heavily in that statement. So what are we able to learn from the weekend’s coverage?

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