Selectapension First to Market with Transfer Value Comparator
On 2nd July 2018 Selectapension upgraded its Defined Benefit tool and rebranded it as APTA with TVC. APTA with TVC includes all the features and benefits of the existing Defined Benefit TVAS tool plus a brand new Transfer Value Comparator (TVC) and a new Lifetime Allowance calculator (LTA). T
What does "appropriate" pension transfer analysis mean?
There is no doubt that the past 12 months have probably been the most turbulent in the pensions industry ever as the implications of pension transfers came squarely into focus for the FCA as demand skyrocketed in the face of high transfer values and low interest rates. Selectapension figures sh
Lifetime Allowance (LTA) is included in the new APTA with TVC tool, and is to be rolled out to our Income Drawdown & Annuity Suite and Money Purchase tool in the future. KEY FEATURES In order to calculate the notional value of the DB scheme pension, Selectapension uses a multiplying factor of 2
We are delighted to announce that our Money Purchase tool will soon be accessible through Intelliflo, enabling advisers to streamline their pension switching analysis processes and store their reports alongside their other correspondence within the iO client file. The Selectapension App will be a
Chartered Financial Planner, Jane Hodges, tells us how Selectapension fits into her business model
Money Honey Financial Planning is a directly authorised firm set up by Managing Director, Jane Hodges and business partner, Rod Reed, just over 12 months ago. The business’ USP is that it delivers most of its financial advice through technology; using Skype and a secure personal financial por
...and A Financial Adviser!
Considering the Potential Of Pension Planning For Working Mothers Women are still saving considerably less for retirement than men despite pension’s freedoms. Recent figures from our Pension Monster website shows that while men using the tool had an average salary that was 30% higher than wome
The Policy Statement “Advising on Pension Transfers” introduced some significant changes. Firstly it makes completing a Transfer Value Comparator (TVC) within the Appropriate Pension Transfer Analysis compulsory. Selectapension has already launched our TVC, well ahead of the October 1st dead