PENSION TRANSFER SOLUTIONS

We provide individual and volume (Bulk) pension transfer solutions and support.

Our pensions actuarial and advisory department is available to help trustees, advisers, consultancy firms, providers and introducers with individual and bulk transfer options and analysis. This includes feasibility studies and implementation if required.

We also provide actuarial consultancy and the transfer valuation analysis for regulatory transfer purposes. This can range from one-off transfer cases, to high volume bulk scheme transfers and regulated advice. We use be-spoke and industry tools to assist in the analysis and reports.

We have processes and procedures in place in order to ensure a compliant and effective service.