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TVAS

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.

  • Your guide to understanding the Old Mutual Wealth pension transfer value analysis (TVA) report

    This guide aims to help you understand the contents of our TVA report by covering the most frequently asked questions.

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  • TVAS checklist

    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. 

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  • Pension transfers: your responsibilities and how our service can help

    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.

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  • Transfer value comparator guide

    This guide looks at the new transfer value comparator rules for defined benefit (DB) to defined contribution (DC) transfers.

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