TRANSFERS IN. Property may be transferred to the Account from another tax-free savings account of the Holder or of the Spouse or former Spouse of the Holder where:
TRANSFERS IN. 5.1 With the agreement of ESL, you can transfer benefits from another registered pension scheme to your plan. You will not be able to transfer any defined benefits arrangements to your plan.
TRANSFERS IN. The 1985 group RRSP retirement income plan will be closed to contributions or transfers on and after January 1, 2003. In addition, with effect from January 1, 2003 the group RRSP will be closed to new members. A person who becomes an Employee of the Company may elect to make a single lump sum transfer of monies to the registered pension plan RPP - 2003 from his prior employer if allowed under the applicable rules of the respective plans. The amount transferred to this Plan will be administered in accordance with the rules of this Plan. Such employee will be considered a new hire for purposes of enrollment in the Plan and eligibility for Company contributions.
TRANSFERS IN. A person who becomes an Employee of the Company may elect to make a single lump sum transfer of monies to this plan from a tax-sheltered pension plan of his prior employer. The amount transferred to this Plan will be administered in accordance with the rules of this Plan. Such Employee will be considered a new hire for purposes of enrolment in the Plan and eligibility for Company contributions.
TRANSFERS IN. Where a transfer payment is received in respect of a Member from another scheme ("the transferring scheme") which includes accrued rights of the Member to a GMP (or includes protected rights in respect of which the receiving scheme will provide a GMP) the earnings factors used in calculating that GMP will normally be revalued using Section 148 Revaluation during the Member's Contracted-out Employment, and 6.1 above will apply if that Contracted-out Employment ceases before State Pensionable Age. The Trustees may, however, decide, if the provisions of the transferring scheme so allow, to use either Limited Revaluation or Fixed Rate Revaluation from the date on which the Member ceased to be in contracted-out employment by reference to the transferring scheme until the Member attains State Pensionable Age (or dies, if earlier) but:-
TRANSFERS IN. Upon receiving a valid instruction from you to transfer an existing General Investment Account (“GIA”) you hold with another provider to Freetrade we will contact your provider within 3 business days to initiate the transfer. We will request your Securities in specie from your existing provider. Any Securities held in your existing GIA we are unable to transfer in specie can either be sold and transferred as cash or left with your current provider.
TRANSFERS IN. 6.1 You may transfer money (but not investments) into your Landbay Property-Backed Innovative Finance ISA from an existing ISA in your name with another provider. An online transfer in form will need to be completed and then we will send you a transfer authority form to approve and sign. You are responsible for ensuring that the value of your current ISA stated in the transfer authority form is correct as at the time that you complete it. We can then arrange for the funds to be transferred to us from your existing ISA provider in accordance with your instructions and the ISA Regulations.
TRANSFERS IN. Where a transfer payment is received in respect of a Member from another scheme (“the transferring scheme”) which includes accrued rights of the Member to a GMP (or includes protected rights in respect of which the receiving scheme will provide a GMP) the earnings factors used in calculating that GMP will normally be revalued using Section 148 Revaluation. The Trustees may, however, decide, if the provisions of the transferring scheme so allow, to use Fixed Rate Revaluation from the date on which the Member ceased to be in Contracted-out Employment by reference to the transferring scheme until the Member attains State Pensionable Age (or dies, if earlier). Where the Plan accepts the proceeds of, or the assignment of, an insurance policy which consists of, or includes, accrued rights to GMP, the Trustees may use either Section 148 Revaluation or the method of revaluation that was in use under the policy.
TRANSFERS IN. 15.1 The Trustee may accept transfers from other arrangements which consist of or include Pension Credit Rights or benefits derived therefrom where the transferring person is a Member or Ex-Spouse Participant under the Plan. That person shall then become an Ex-Spouse Participant in relation to the Pension Credit Rights transferred and the provisions of this Schedule shall apply as if the Pension Credit Rights transferred derived from benefits under the Plan. The Trustee shall, however, keep such Pension Credit Rights separately identified from any other rights of the person under the Plan. Where the Pension Credit Rights proposed to be transferred to the Plan consist of or include Safeguarded Rights, the Trustee may only accept the transfer of such rights while the Plan is a contracted out final salary scheme or a contracted out money purchase scheme as appropriate.
TRANSFERS IN. A Member who was an active member of a registered pension plan of another employer immediately prior to being employed by the University, within six months of starting at Trent University, may request a transfer of funds from the other employer's pension plan to the Plan in respect of the Member's period of service recognized and pension benefits earned under the other employer's pension plan. The transfer is subject to the terms of the other employer's pension plan and the Plan, the approval of the other employer and the University, and any requirements in the Income Tax Act and the Pension Benefits Act. The funds transferred to the Plan shall be used to credit additional Pensionable Service under the Plan for the Member, as calculated by the University, on the recommendation of the Actuary, whether the amount is transferred in from a defined benefit provision or a defined contribution provision. The amount of additional Pensionable Service shall not exceed the Member's period of service recognized under the other employer's pension plan.
