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

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 during the advice process. Speaking on a panel in London this week, Boyt suggested the impersonal nature of the TVC made it compatible with the triage process - whereby advisers give an initial steer to clients about a pension transfer inquiry, but must do so without obtaining any personal information.   Boyt suggested carrying out a TVC as part of triage could reduce the regulatory bur...