Transfer Value Analysis Systems & Services

CTC pioneered the use of transfer analysis for calculating scheme benefits and comparing alternative products, having built the first TVAS system and delivered it to the market in 1990. 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.

TVAS/TVC

Our system:

  • Backed by our strategic calculations engine Elements, with nearly 30 years experience
  • Re-engineered TVAS Reports (including Replacement product(s), growth rates and charges, Early Retirement date and reduction factors & Drawdown cash flow tables based on customer’s desired income flow
  • Continuous updates inline with regulatory requirements
  • Bulk transfer analysis reports

Suitable for:

  • Trustees and Scheme Sponsors
  • Insurers and Product Providers
  • Advisers to Members
  • Advisers to Schemes/Sponsors

Case study:

Case study available late 2019.

To find out more, download our Transfer Value Analysis Systems & Services brochure here (available from late 2019).

Contact Us

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