- £375 per report
- £15 p.m. Retainer Fee
- All prices ex VAT
- Bulk Bureau - quotes on request
OUR SERVICE FEATURES
- Transfer Value Comparator - APTA ready PS18/6 compliant TVC report included as standard
- Cashflow Modeller Integration - Ability to connect with FinCalc Cashflow Modeller, pulling through your client's DB pension data & allowing you to give them a full analysis of their retirement options. Click here for further information
- 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
- Track Your Case - Keep up to speed with your case progress via our Track Your Cases web portal. Download your report and supporting data that we have gathered upon completion
- 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
- '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
WHY O&M TRANSFER BUREAU?
- Comprehensive Report - Benefit from a feature packed pension transfer analysis report - including TVC, 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
BULK TRANSFER BUREAU
A dedicated service which provides Pension Transfer Analysis data for large numbers of members
- The solution for those who require a 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
Bulk Transfer Bureau has its own specific terms and costs. Please Contact Us to find out more.
COSTS
- Ad hoc reports available
- £500 per report
- No Retainer Fee
- 01206 805405
- sales@ompensions.co.uk