CashCalc teams up with Rory Percival on TVC tool launch

Ahead of new regulation

Victoria McKeever
clock • 1 min read

Cashflow planning software provider CashCalc has teamed up with former FCA technical specialist Rory Percival to launch a TVC/APTA-compliant tool ahead of new regulations being introduced in October.

The tool will be launched prior to new regulation from the Financial Conduct Authority (FCA) set to be introduced on 1 October, which will see transfer value comparator (TVC) and appropriate pension transfer analysis (APTA) tools replace transfer value analysis (TVAS) reports. CashCalc said the new tool was a result of extensive consultation between its director, AdviserBook founder and chartered financial planner Ray Adams and Percival, who is now a consultant.  Users will be able to sign up to the standalone subscription-based tool on its own or as part of their regular CashCalc sub...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Tech helping IFAs rise to capacity crunch challenge

Tech helping IFAs rise to capacity crunch challenge

Industry is growing, thriving and embracing change

Rowan Whittington
clock 03 July 2025 • 4 min read
Efficient doesn't mean fair: AI, advice, and the price & value test

Efficient doesn't mean fair: AI, advice, and the price & value test

'Under Consumer Duty, fair is the standard'

Scott Daniels
clock 03 July 2025 • 6 min read
AJ Bell launches mobile-first adviser platform to tackle advice gap

AJ Bell launches mobile-first adviser platform to tackle advice gap

AJ Bell Touch aims to offer secure advice delivery for lower-value clients

Sahar Nazir
clock 23 June 2025 • 2 min read