October 2018 Upgrade

DB Pension Transfer

Following the FCA consulation Improving the quality of pension transfer advice regarding DB transfers changes to Pension Review and DB Transfer have been made:

• Triage service
• Attitude to Transfer Risk
• APTA
• Transfer Value Comparator

Coming Soon...

We are currently working on an integration with iO - the back office system from Intelliflo - let us know if you are interested.

Previous Upgrade

For details of the last upgrade click here.