CashCalc offers standalone pension transfer tool


CashCalc is developing a new variable cost (TVC) and appropriate pension transfer analysis (APTA) tool based on FCA regulation

  • Customers need to pay for that they use and will be live on October 2018
  • The standalone module means financial advisers can add it to their existing suite of tools
  • Standalone tool creation help the firm to consider modularising its entire suite of financial planning tools
  • The suite consists of 26 tools ranging from cashflow planners to investment calculators
  • Advice/ current transfer value analysis has to be provided as a personal recommendation that takes account of a consumer’s individual circumstances