Appropriate Pension Transfer Analysis (APTA) 

The FCA have now renamed key pension transfer as follows:

  • Appropriate Pension Transfer Analysis (APTA)

  • Critical yield replaced by Transfer Value Comparator (TVC)

Arcturus / Priscum Limited APTA Fee for 2018-19

  • Initial advice due diligence fee: £900 - £1,500 (depending on complexity of case)

  • Transfer Fee: 0.5% to 1% (depending on complexity of case) of transfer value