Two years on from the initial roundtable discussion hosted by The Pensions Regulator in July 2017, which O&M attended, the inaugural DB Transfers Template is close to being released.
News & Press
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.
We have listened to You! Cash Flow Modelling Report Changes
The O&M Pension Transfer Analysis Report covers a series of Cash Flow Models illustrating the potential outcomes on transfer to a Personal Pension, assuming either Uncrystallised Funds Pension Lump Sum or Pension Drawdown is used to access benefits equivalent to those available in the Existing Scheme.
Customer survey raises over £1k for Macmillan Cancer Support!
Earlier this year we contacted a small sample of O&M Pension Solutions customers and requested their feedback via a brief survey that we had devised.
TVC = Transfer Value Confusion
Jason Wykes, Managing Director at O&M Pension Solutions explains some of the uncertainties around the TVC calculation to be used in defined benefit (DB) pension transfer advice.
TVC upgrade ready prior to FCA deadline
DB Pension Transfer Analysis specialists, O&M Pension Solutions, have today announced the release of the latest upgrade to their market leading TVA software which includes the introduction of the Transfer Value Comparator (TVC).