Pension transfer reports

BM Actuarial

 

 

 

We are two pension experts who came together to found Briggs Murray Actuarial (or BM Actuarial) in 2015 to provide Transfer Value Analysis Reports to financial advisors.  With many years experience in the field of pensions, our expertise is invaluable to financial advisors and their clients.

 

 

Robert Briggs:

Robert Briggs is a qualified Actuary with extensive expertise in Defined Benefit Pension Transfers. Having worked on the industry wide pension review exercise from the mid-1990s to the early 2000s he has in-depth knowledge of what makes a pension transfer financially viable.

In addition to the experience gained in the pension review, Robert Briggs has also worked as a consultant for several major life offices, actuarial consultancies and scheme administrators.

Robert has an extensive list of qualifications in the financial services industry including: Certificate in Pension Transfer Advice, Diploma in Regulated Financial Planning and holds the Financial Planning Certificate.

More recently Robert was co-founder of Briggs Murray Actuarial, a company that specialises in providing Transfer Value Analysis and Transfer Value Comparator reports for over 100 IFA practices.

Robert also co-founded Briggs Murray Wealth which provided DB Pension transfer advice on behalf of IFAs who did not have permissions to provide transfer advice. Whilst we no longer provide DB Pension transfer advice ourselves, we work with a number of companies that are able to provide the advice on your behalf.

Nathan Murray:

Nathan Murray co-founded Briggs Murray Actuarial and like Robert, also worked on the industry wide pension review exercise from the mid-1990s to the early 2000s.

Nathan is Level 4 qualified and a Pension Transfer Specialist. He is an expert on TVA reports and TVA modellers and has a wealth of expertise on the subject of DB pension transfers.

Nathan also co-founded Briggs Murray Wealth and ran a paraplanning team that assisted financial advisers in providing defined benefit transfer advice.

Nathan is very experienced with the entire process of transferring out of a final salary pension scheme.

 

 

 

 

 

What to expect:

To order a TVA/TVC report please use our online order form.

For any enquiries or questions, please contact us by phone, email or use our contact form.

We aim to supply the TVA/TVC report within 10 working days of receiving all the necessary information.

The drawdown modeller enables you to modify the report to examine an unlimited number of drawdown scenarios to compare with the existing scheme, and also how different providers, investment products and charging structures affect the results in both nominal and real terms.

With our modeller, you can generate multiple pension transfer reports for your client, examining different providers, products, charging structures and drawdown patterns.

 

 

 

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