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OUR SERVICE FEATURES

  • Technical Analysis - We provide in depth analysis of the scheme and member data on file, contacting the Scheme Administrators to clarify any anomalies, requesting further information where necessary
  • Case Management - Our dedicated Admin Team manage the data retrieval process with regular calls to the Scheme Administrators
  • Copies of Scheme Information Requests - If we need to contact the scheme on more than one occasion, we will copy you into our further emails.  This ensures that you are aware of the nature of our additional queries
  • Final Validity Check - Your report is checked by one of our Senior Analysts prior to dispatch.  This ensures all possible anomalies have been addressed, providing you with further assurance of the report accuracy
  • Transfer Value Comparator - APTA ready PS18/6 compliant TVC report included as standard
  • Case Tracking - Keep up to speed with your case progress via our Track Your Cases web portal.  Download your report once it has been completed
  • 'Live' Support - Our experienced Support Team staff are on hand to answer your completed report queries
  • Webinar Training - Webinar training sessions available to all Transfer Bureau customers to help bolster your report understanding

BULK TRANSFER BUREAU

A dedicated service which provides Pension Transfer Analysis data for large numbers of members

  • The solution for those who require large number of reports ranging from a few hundred to tens of thousands
  • Perfect for ETV exercises and all member rationalisation projects
  • Each project can be tailored to your specific requirements
  • A specialised team of experienced pension transfer analysts program the member and scheme data into a secure version of O&M's Transvas Profiler software
  • Each member of the team has an in-depth knowledge of the pension transfer industry and the Transvas Profiler software

WHY O&M TRANSFER BUREAU?

  • Comprehensive Report - Benefit from a feature packed pension transfer analysis report - including Critical Yield, Pension Freedoms and PPF analysis
  • Time Saving - Let us take the strain! We manage the data review and gathering process.  You simply download the report from our website once completed
  • Our Expertise - We have over 20 years of experience in this area providing TVAS Report systems and services to advisory firms both large and small, plus large networks and product providers, during that time.  This knowledge is reflected in the 100's of checks and validations made by both our software and our experienced Technical Analysts, resulting in a report underpinned by valid, accurate information

OUR TIMEFRAMES

COSTS

  • £355 per report
  • £15 p.m. Retainer Fee
  • All prices ex VAT
  • Bulk Bureau - quotes on request

ONE OFF REPORT?

  • Ad hoc reports available
  • £500 per report
  • No Retainer Fee 

CONTACT SALES

  • 01206 805405
  • sales@ompensions.co.uk