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Defined Benefit Deferred Pension

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  • eastcorkram
    eastcorkram Posts: 1,010 Forumite
    Part of the Furniture 500 Posts Name Dropper
    As others have said......I'm a deferred member of RTZ scheme, left there in 1990, and it's  handled by Willis Towers Watson. They do not send annual or Tri annual or any other kind of statement of personal benefits. They send a leaflet, giving details of overall value of the scheme, number of members etc, but that's all. 
    You can request one in writing .
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    hyperhypo said:
    I'm in a deferred db scheme (private utility)...no annual valuations are provided automatically but are available,  given notice, if a phone request made to the scheme admins. Or, e.g. as a valuation is provided at time of deferrment , calculate present valuation according to whatever metric is used, CPI or RPI.  
    Easy enough to calculate using a spreadsheet. If you wish to monitor the value of the deferred pension. 
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