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.
TVC & APTA
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.
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).