Defined Benefit TVAS
The Selectapension Defined Benefit Transfer Analysis tool allows you to run an in-depth comparison for your clients.
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.
For further information