Transfer Value Analysis Systems & Services
CTC pioneered the use of transfer analysis for calculating scheme benefits and comparing alternative products. Now fully updated with enhancements including TVC and drawdown yields.
The 2018 regulation for DB transfers significantly changed and extended the requirements and the analysis needed to support the process when providing advice on such business. CTC provide fully compliant reports, available through software or via the Bureau, with additional features to help the compliance and process demands of advisory firms.
Supporting the advice process from start to finish; based on FCA compliant charges & growth returns consistent with KFIs.