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O&M has been heavily involved in the financial services industry for over two decades. Since 1992 we have been providing and continually developing solutions to reduce any financial adviser's workload.

Initially O&M provided bureau services to advisers for charging structure comparisons and transfer analysis. After strong demand, the knowledge gained was developed into user-friendly software to allow advisers to conduct analysis and comparisons for themselves.

Although the company has grown substantially over the years, our strength lies in our independence and autonomy. All of our systems are designed and written in-house which gives us the control and flexibility needed to deliver the right products and services for our customers.

In December 2013, the O&M Systems group was split into 2 areas. We rebranded as O&M Pension Solutions, to more clearly define our proposition, and moved to different offices, leaving O&M Systems (a trading name of O&M Life and Pensions Ltd) to provide the mainstream software solutions.

 

OUR FUTURE

O&M Pension Solutions now focuses on the occupational pension transfer market, offering various software and services to assist advisers and product providers in this marketplace.  Our experienced technical staff have a combined total of over 100 years experience in the Defined Benefit pensions arena - knowledge that is reflected in the quality of our output.

The pension transfer climate has changed considerably since our inception, with the introduction of the APTA by the FCA in October 2018 being the most recent element of its evolution.  Our aim is to ensure that all of our customers are equipped with the tools required to provide their clients with fully comprehensive advice and our commitment to continue developing innovative solutions underpins this objective.  

O&M's company ethos has always been to identify and develop new solutions whilst ensuring we provide the best possible customer support.  Our promise to continue what we have done so successfully to date is our motivation.