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 specialist might need to support their recommendation; and a client-facing retirement-modelling report, which compares the options for the client, such as remaining in the scheme or transferring out, if applicable. The first two reports are available in O&M's entry-level ‘essentials' package, so existing users can access the TVC functionality without any additional charge. The third ...
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