O&M systems launches TVC and APTA tool

Regulatory change last October

Hannah Godfrey
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“At no point has the FCA stated that cashflow modelling is a mandatory requirement, although it is hard to see how a compliant APTA case can be built without it" - O&M's Graham Miller
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“At no point has the FCA stated that cashflow modelling is a mandatory requirement, although it is hard to see how a compliant APTA case can be built without it" - O&M's Graham Miller

Software provider O&M Systems has launched a new transfer value comparator (TVC) tool to support advisers in the defined benefit (DB) transfer market.

The tool will provide advisers with three reports: a client facing report containing the mandatory TVC, which runs to eight pages; an adviser/file report, containing all the technical data a pension transfer...

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