Cycle 1 PDM Event Brochure

Defined Benefit

TVAS made easier NOW WITH INCOME MODELLING Selectapension, the UK’s leading provider of retirement planning software has an advanced solution for producing comprehensive TVAS reports.

Our Defined Benefit Transfer Value Analysis tool enables you to run market wide, in-depth comparisons for your client. It calculates:

Critical Yield using all standard revaluation methods PCLS Comparison PPF Yields and Information

Indexation with chosen minimum and maximum for benefit revaluation and increase Include state pension, additional guaranteed income sources and other assets Demonstrate income returns over time Income comparison between DB and alternative arrangements

Income and Death Benefit Comparison Benefit splits according to legislation Automatic Nil Fee Analysis

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