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Transfer Adviser -


Transfer Adviser is a regulated referral service that provides advice to deferred members of occupational pensions schemes including:

  • Final Salary.
  • Money Purchase.
  • Executive Pension Plans.
  • Section 32 Arrangements.

The Transfer Adviser service was established to help advisers that choose not to be involved in occupational pension transfers. It offers specialist advice to their clients without the risk of having to refer them to a potential competitor, or neglecting to provide a service in this area. 

This service is provided by another business, O&M Pension Advice. Working in partnership with O&M Pension Solutions Ltd and using our expertise and knowledge in the pensions arena, our team of analysts and advisers will carry out a comprehensive analysis, report and recommendation to ensure that your client is appropriately advised.

O&M Pension Advice is a trading style of Independent Pension Analysis Limited, which is an Appointed Representative of Perceptive Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Perceptive Planning Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 534666.

Find Out More

The easiest way to find out more about Transfer Adviser is to contact our Sales Team who will be happy to answer any questions you may have.

You can also find out more about the service from our Key Features page.