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In this section, you will find helpful literature on how to request a Transfer Value Analysis Service (TVAS) report, hints and tips, and our guide to understanding the report.
This guide aims to help you understand the contents of our TVA report by covering the most frequently asked questions.
The information requested in the TVAS submission checklist will enable Old Mutual Wealth to provide an accurate transfer analysis report for review with your client.
This document explains how you can use our TVA service (TVAS) to help you understand what's needed to produce a report, general guidance and provide you with a quality TVA report.
This guide looks at the new transfer value comparator rules for defined benefit (DB) to defined contribution (DC) transfers.
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