ENHANCED TRANSFER VALUES
Enhanced Transfer Value (ETV) exercises offer scheme sponsors and trustees an opportunity to de-risk
An Enhanced Transfer Value (ETV) exercise offers Defined Benefit (DB) pension scheme members the choice of remaining a member of the DB scheme and retaining their accrued benefit, or transferring the value of their DB pension, on enhanced terms, to another pension arrangement such as a Personal Retirement Bond (PRB)
For the employer and trustees too, an ETV exercise can be attractive for many reasons. It offers the opportunity to de-risk the pension scheme, reduce accounting funding volatility and also reduce the scheme’s operating cost.
It is vital that members receive advice from a truly independent advisor to ensure that they are informed enough to make the correct decision for their personal circumstances. In addition to protecting the member, this is also in the trustees’ and company’s best interests.
Acuvest is one of Ireland’s leading and most experienced practitioners in running effective and efficient ETV exercises. Our knowledge of the intricacies of pensions and investments, our expertise of complex ETV exercises, and our independence is something that few firms can rival. This is of real tangible value when delivering advice to individuals who are in the process of making important financial decisions.
It is vital that members receive advice from a truly independent advisor to ensure that they are informed enough to make the correct decision for their personal circumstances. In addition to protecting the member, this is also in the trustees’ and company’s best interests.
Acuvest is one of Ireland’s leading and most experienced practitioners in running effective and efficient ETV exercises. Our knowledge of the intricacies of pensions and investments, our expertise of complex ETV exercises, and our independence is something that few firms can rival. This is of real tangible value when delivering advice to individuals who are in the process of making important financial decisions.
