CashCalc partners with financial learning firms to offer triage service

The partnership will see both firms' triage services become accessible via the CashCalc transfer value comparator (TVC) and appropriate pension transfer analysis tool (APTA) module. Money Alive and Expert Pensions both offer educational videos for consumers, which can be used as an alternative triage service to the traditional face-to-face service offered by advisers during the defined benefit (DB) transfer process. Last month Professional Adviser revealed consolidator Fairstone had ditched the traditional triage element of its DB transfer process, opting instead to use Money Alive's ...