Transfer Bureau -
O&M have been providing systems and services for occupational pension transfers for over 20 years. If you are authorised* to advise on occupational transfers, we can offer you two comprehensive options for the production of independent transfer value analysis reports.
Simply instruct O&M to conduct an analysis and a comprehensive compliant report will be produced comparing the member's pension scheme benefits to a personal pension and section 32 policy.
This service allows you to outsource the work, including all data gathering and scheme queries. Most of our customers pass on our charges to the client as part of the overall review.
Advisers that wish to have more control over the report production can use O&M's Transvas Profiler software.
* Advisers not authorised to advise on occupational transfers can introduce business to O&M's regulated Transfer Adviser service.
Find Out More
The easiest way to find out more about the Transfer Bureau service is to contact our Sales Team who will be happy to answer any questions you may have.
You can also out more about the service from our Key Features page.