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...
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