Professional Adviser

TVC's place is in triage not transfer advice process - Andy Boyt

Pension Debate III

"I would rather have the TVC out somewhere as part of the triage - as part of the ‘heading them off at the pass' process" - Juno Moneta's Andy Boyt
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The transfer value comparator (TVC) should be taken out of the pension transfer advice process and put into the triage stage instead, IFA Andy Boyt told delegates at Pension Debate III.

When asked what he would do to change the TVC, the AJ Boyt Chartered financial planner and freelance consultant told delegates he would prefer to deal with the comparator as part of triage, rather than...

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