Following on from our pre-launch article we provide our initial thoughts on the new DB Transfer Templates and assess their potential effectiveness.
News & Press
GMP Equalisation - The Story So Far
Since the High Court Ruling in October 2018 that GMP should be equalised, we at O&M Pension Solutions are now seeing the impact of this in Cash Equivalent Transfer Values (CETV) issued to deferred members of defined benefit schemes.
Your Colour, Your Logo, Your Choice!
Add your company logo and colour scheme to your O&M Transvas Profiler Web reports!
Transvas Profiler Goes Cloud Based
O&M Pension Solutions are pleased to announce the launch of our new web based Transvas Profiler system.
DB Transfers Template - A Step in the Right Direction
Two years on from the initial roundtable discussion in July 2017, which O&M attended, we are now close to the point of the first DB Transfers Template being released.
Partial Transfers - The Forgotten Flexible Option?
In this brief commentary we explore the option of Partial Transfers from DB pension schemes.
TVC – Not Just a Pretty Picture
Following on from our recent article which delves into the relationship between the APTA and the pension transfer report, O&M's Senior Technical Analyst Peter Pearce explains the need for the TVC to be underpinned by detailed scheme and member data.
APTA and the Pension Transfer Analysis Report
There has been some confusion over the make-up of an Appropriate Pension Transfer Analysis (APTA) and its relationship with the pension transfer analysis report. This brief commentary should help to provide clarity on what is still a bone of contention for many advisers almost 6 months since its inception.