Transfer Value Analysis

Following U.K. Government pension reform, consumers benefit from greater flexibility and access to information about their savings. With increased awareness and knowledge, more consumers than ever are considering the benefits of transferring out of their Defined Benefit pension schemes to take advantage of the freedoms offered by a Self-Invested Personal Pension (SIPP).

With highly complex rules, calculations and projections surrounding such transfers, organisations are expected to demonstrate compliance with current regulation. Our Transfer Value Analysis Software (TVAS) helps you meet your obligations and ensures the consumer receives a clear and easily understandable report that in conjunction with your advice helps them make an informed decision.