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

  • Initial advice due diligence fee: £900
  • Transfer Fee: 0.50% of transfer value