PENSION TRANSFER ANALYSIS REPORTS

Regent has special expertise in the area of generating Reports to give guidance on pension transfers.
Reasons for a client to consider a transfer may vary due to circumstances, but normally fall into one of the following categories:

1. They have left an employer and have "Retained Benefits" with the previous employer

1. They have been made "Redundant"

1. The scheme is being "Wound-Up"

1. They are considering "Early Retirement"

1. They want to release "Tax Free Cash"

1. They want to "Draw-Down" or "Phase" their benefits

1. They are unhappy about the level of their existing scheme or plan charges, flexibility or fund performance

1. The Scheme is offering members special transfer options

1. They wish to consolidate arrangements

Regent provides a Bureau report service to introducers and advisers on G60 pension transfer issues. We have been providing this service throughout the UK since 1997 to numerous professional introducers of all scales. We handle singular one off transactions up to high volume and regular arrangements or projects.

The services cover:

1. Transfer Analysis Reports (TVAS), QuickCalc or Profiler Reports

1. Regulated G60 guidance and recommendations

1. Pension Actuarial Reports for more complex benefit structures

1. Complete introductory arrangements

1. Data Collection

1. Audit
   

For further information please call or use the Enquiry Form.