O&M Systems

Transvas Profiler
Introduction
Features
PPF
Costs
TVAS Report
Training
Support
FAQ


Transvas Profiler is an innovative programme widely used throughout the pensions industry as a means of accurately assessing and comparing final salary pension benefits. Despite the complex issues involved, O&M specialist training and support will provide peace of mind for any CF24 authorised pensions analyst.

Our market-leading report contains innovative features such as the use of graphs to demonstrate benefits. It also enables you to illustrate the level of protection clients may receive under the Pension Protection Fund.

This is a highly regulated area since the advice you give could involve the switch from final salary benefits to a money purchase arrangement where growth and annuity rates cannot be predicted.

We launched our first Transfer Analysis system in 1992 and have used the last decade to develop and maintain the system as the market leader.

System Rental

Our software is rented rather than purchased; this avoids heavy up-front payments and long-term commitments. The rental costs include all legislative changes and any maintenance required so you can budget for the costs each year. Monthly rental also ensures that your system is always up to date and that your custom is as important to us in month 1 or month 60.

Why Should I Rent Transvas Profiler

Some people like to be in control, which makes system rental the only option; the questions below are designed to help you decide between software rental and our Bureau Service.

Our sales team are always happy to discuss the best option for your business.

Are you working for fees or commission?

If you always charge fees, you need to compare the standard cost of our Transfer Bureau against your hourly rate multiplied by the number of hours you expect to spend on each analysis if you opt for software rental.

 

Download A Brochure on Transvas Profiler


Request a Demo of the System

How many cases are you likely to run a month?

The breakeven between system rental and Transfer Bureau is only one case a month. If you expect to be processing a large number of reports every month software rental will certainly be cheaper than the Transfer Bureau. Remember to include the cost of your time when making a comparison and feel free to use our Case Calculator, which will help you decide.

Are you happy to deal with the scheme administrators?

These firms are often difficult to get answers from and many expect to see queries from you in writing. So long as you are happy to deal with the scheme administrators, software rental is probably the right option for you.

Do you want to control the analysis process?

If you like the idea of running what-if scenarios for your clients, software rental will allow you to re-run the same case as many times as you want, without additional charge.

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