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Transfer Value Analysis reports

 

Creating in-depth TVAS reports

Welcome to BM Actuarial. We are registered Actuaries serving Independent Financial Advisors across the United Kingdom, providing Transfer Value Analysis Reports, Transfer Value Comparator Reports, and interactive drawdown modelling. We pride ourselves on our detail and accuracy, and usually return cases with 10 days of receiving all necessary information.

You can order your Actuarial report by calling:

01977 285720

or using our contact form here.

Order A Report

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Who we are and what we do

 

BM Actuarial comprises two highly knowledgeable pension experts, Robert Briggs who is a qualified Actuary and Nathan Murray who is a part qualified Actuary. With hands-on experience dating back to the 1990s, their detailed and accurate reports enable Independent Financial Advisors to give verified and qualified advice on the best way to proceed with a potential pension transfer.

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 regulated UK financial advisor is required. We provide the reports in a timely and in-depth manner, minimising delays and helping Financial Advisors give sound advice.

 

 

Our services:

 

 

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TVAS Reports & Modeller

The interactive drawdown modeller program we use forms an integral part of our Transfer Value Analysis Reports as it allows advisers to show their clients likely outcomes and forecasts. It provides an unlimited number of drawdown scenarios to compare with their scheme benefits and how different scenarios will affect the amount of cumulative income and death benefits they will ultimately receive. It also shows how different providers, investment products and charging structures affect the results in both nominal and real terms.

You can generate as many reports as you like for your client, examining different providers, products, charging structures and drawdown patterns.

TVAS Reports

 

Transfer Value Comparator (TVC)

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.

TVC Reports

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Why choose us?

 

Fast turnaround:

We aim to return cases within 10 working days after receipt of all the necessary information.

Professional:

Our actuaries ensure quality and accuracy on all our calculations and reports.

Specialists:

Our qualifications and experience with final salary pension transfers makes us specialists in this area.

 

Drawdown modeller:

Our drawdown modeller is an invaluable tool in assessing the viability of a final salary pension transfer.

Experienced actuaries:

All our Transfer Value Analysis Reports are signed by an experienced, qualified actuary.

Additional services:

We offer TVA audit services for compliance companies and financial advisers.

 

 

 

 

 

What is an Actuary?

A professional adviser able to conduct an actuarial valuation, and to advise on policy issues e.g. transfer values, the drawing up of the statement of funding principles, and the choice of appropriate assumptions. - The Pensions Regulator Glossary

Testimonials

"We started using Briggs Murray for TVAS reports earlier this year and we now use them for every case. Importantly, the service is quick and reliable, helping us meet transfer deadlines more comfortably. The online drawdown modeller is a welcome addition making the reports themselves more valuable to the clients. – Nikki Rowell, Adviser, Kingston Smith"

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