Full Final Salary TVAS using updated FCA assumptions, providing:

  • Single and joint life critical yields,
  • Including PPF data,
  • Death benefits and
  • A drawdown vs annuity comparison, with the option to include a State Pension forecast.

This tool includes critical yields, the ability to build and maintain fund portfolios, compare existing fund performance vs new fund performance and filter by features & financial strength.

We have a range of DFM Strategies and model portfolios to select.

Full training and ongoing telephone support are included with this subscription.