BM ACTUARIAL

Legislation in 2018 has specified that a Transfer Value Comparator (TVC) has to be included within an Appropriate Pension Transfer Analysis (APTA). The new Transfer Value Comparator (TVC) provides a very general "non-personalised" comparison between the scheme benefits and the proposed cost to replace these benefits with an insurer. BM Actuarial also creates personalised results within the report, enabling advisors to give informative feedback to their clients... We are two pension experts who came together to found Briggs Murray Actuarial (or BM Actuarial) in 2015. We now work together with Independent Financial Advisors compiling pension transfer reports. With many years of experience in the field of pensions, our expertise is invaluable to IFAs advising their clients... We provide Transfer Value Analysis Reports and Transfer Value Comparator Reports for the financial sector. For any transfer out of a defined benefit schemes where the CETV is £30,000 or more, advice from a..

Primary location: United Kingdom