Pension Transfers definition

Pension Transfers has the meaning set forth in Section 3.1(b).
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Examples of Pension Transfers in a sentence

  • Professional Indemnity Policies may exclude cover for certain activities and Clients, for example Occupational Pension Transfers, Insistent Clients and those Clients living outside the UK.

  • Lump Sum Investments & Pension Transfers Should you instruct us to proceed with any of our recommendations we will act for you in the following ways:  Handle all fund and policy administration on your behalf;  Provide regular updates to keep you informed of progress;  Ensure all your documents are issued in line with your expectations;  Provide confirmation of all actions taken on your behalf in writing.

  • Our hourly charging rates are as follows: - £ Specialist Adviser* 200 Adviser 130 Financial Planner 100 Administrator 40 *Applies to work relating to Defined Benefit Pension Transfers and clients with investment portfolios which include Overseas Pensions, EIS, VCTs and specialist IHT mitigation schemes.

  • Our permitted business is Advising on investments (except on Pension Transfers and Pension Opt Outs) Arranging (bringing about) deals in investments, Making arrangements with a view to transactions in investments, Advising on regulated mortgage contracts, Agreeing to carry on a regulated activity, Arranging (bringing about) regulated mortgage contracts, Making arrangements with a view to regulated mortgage contracts.

  • Policy Arrangement & Implementation – Pension Transfers or lump sum investments Our charge per scheme for the advice and implementation of any lump sum investment or transfer to a new pension plan or annuity is based on a standard fee of £3,500 plus 1.25% of the lump sum or transfer value.

  • After which we may dispose of the records as we reasonably consider appropriate, except records relating to Pension Transfers, Opt Outs and Free Standing Additional Voluntary Contributions’s (FSAVC’s) which are retained indefinitely.

  • Additional fees may be applicable for more complex work such as analysing Defined Benefit Pension Transfers and Income drawdown, these amounts will be agreed with you before any work commences.

  • We have permissions from the FCA to transact Pension Transfers, Pension Switches, arranging savings, Mortgages and non- investment contracts.

  • The total fee payable would be £2,000 Example 3; if we arrange investments on your behalf totalling £300,000 our Policy Arrangement & Implementation fee would be £4,500 Defined Benefit/Final Salary Pension Transfers.

  • Product Area New Investment or Lump Sum Pension Contributions (a) ISA & Money Purchase Pension Transfers (b) Defined Benefit Pension Transfers (c) Up to £50,000 No additional fee 0.75% 0.75% £50,001 to £250,000 0.60% 0.75% 0.75% £250,001 to £1,000,000 0.40% 0.50% 0.60% £1,000,001 plus No additional fee No additional fee No additional fee This payment can either be facilitated by the product provider when they receive your funds or paid directly by you.

Related to Pension Transfers

  • Non-Transfer Event means any event or other changes in circumstances other than a purported Transfer, including, without limitation, any change in the value of any Shares.

  • Permitted Transfers has the meaning set forth in Section 4.2.17(d).

  • Designated Payment/Transfer Office means (i) with respect to the initial Paying Agent/Registrar named herein, its office in Dallas, Texas, or at such other location designated by the Paying Agent/Registrar and (ii) with respect to any successor Paying Agent/Registrar, the office of such successor designated and located as may be agreed upon by the City and such successor.

  • Distribution Transaction means any distribution of equity securities of a Subsidiary of the Company to holders of Common Stock, whether by means of a spin-off, split-off, redemption, reclassification, exchange, stock dividend, share distribution, rights offering or similar transaction.

  • Securitization Transfer The sale or transfer of some or all of the Mortgage Loans to a trust or other entity as part of a publicly-issued or privately-placed, rated or unrated mortgage pass-through or other mortgage-backed securities transaction.

  • Termination Transaction has the meaning set forth in Section 11.2.B hereof.

  • Permitted Transfer has the meaning set forth in Section 10.02.

  • Formation Transactions means the transactions contemplated by this Agreement and the other Formation Transaction Documentation.

  • Limited Condition Transaction means any Acquisition Transaction or any other acquisition or Investment permitted by this Agreement, in each case whose consummation is not conditioned on the availability of, or on obtaining, third party financing.

  • Risk Transfer Date means the date when the risk of loss or damage to the Works passes from the Contractor to the Employer in accordance with sub Clauses 38.2 and 39.1.

  • Acquisition Transactions means the transactions contemplated by the Acquisition Agreement.

  • Separation Transactions has the meaning set forth in the Separation and Distribution Agreement.

  • Designated Payment/Transfer Office means (i) with respect to the initial Paying Agent/Registrar named herein, its office in Dallas, Texas, or at such other location designated by the Paying Agent/Registrar and (ii) with respect to any successor Paying Agent/Registrar, the office of such successor designated and located as may be agreed upon by the City and such successor.

  • Permitted Transactions has the meaning set forth in Section 13(B).

  • Reorganization Transactions shall have the meaning set forth in the recitals.

  • Acquisition Transaction has the meaning set forth in Section 5.09(a).

  • Company Acquisition Transaction means any transaction or series of transactions involving:

  • Exempt Transfer means, in relation to shares held by a member:

  • excepted transfer means, in relation to any shares held by a member:

  • Separation Transaction means the sale or separation of the non-television business of the Holding Company in whole or in part, whether by asset sale or otherwise.

  • Relevant Transfer Date means, in relation to a Relevant Transfer, the date upon which the Relevant Transfer takes place;

  • Funds-transfer business day of a receiving bank means the part of a day during which the receiving bank is open for the receipt, processing, and transmittal of payment orders and cancellations and amendments of payment orders.

  • Deportation or forcible transfer of population means forced displacement of the persons concerned by expulsion or other coercive acts from the area in which they are lawfully present, without grounds permitted under international law;

  • Business Combination Transaction means:

  • Qualified Securitization Transaction means any transaction or series of transactions that may be entered into by the Company or any of its Restricted Subsidiaries pursuant to which the Company or any of its Restricted Subsidiaries may sell, convey or otherwise transfer to:

  • Subsidiary Redesignation shall have the meaning provided in the definition of “Unrestricted Subsidiary” contained in this Section 1.01.