Transfer Bureau -
Transfer Bureau offers two service levels.
We are aiming to work to the following service levels:
PLATINUM / AD-HOC CASES
Review of Initial Scheme Information within 4 working days
Review of Ongoing Scheme Information within 2 working days
Review of Initial and Ongoing Scheme Information within 10-15 working days
PLEASE BEAR IN MIND THAT THE SERVICE STANDARDS ARE NOT CONTRACTUAL, THEY ARE TARGETS THAT O&M AIM TO ACHIEVE!
REDUCED SERVICE STANDARDS IN EFFECT - Click Here for More Info
The standard service is an economical option and is designed as a hands-off service. The adviser firm can track progress of the case via the case tracking website.
The platinum service provides a faster and more personalised service. We will liaise more closely with the adviser firm regarding the case progress and what issues are outstanding.
Around 70% of cases are submitted via the Platinum Service.
O&M does not guarantee that a report can be produced for any deadline, especially as we are reliant on schemes providing any requested information.
If a 3 month Transfer Value (CETV) deadline has expired, the client can usually still transfer though the scheme may charge to recalculate a fresh CETV. O&M will produce the TVAS report using the CETV supplied by you and will not request a new CETV unless instructed to do so.
The admin team has a service standard of 4 working hours to log emails and post against a case, or log new cases. Therefore, items arriving in the post should always be logged into our system on the day the post is received. Emails received after 1pm may not be logged into our system until the following day. Our service standards detailed below take effect from when the item is logged into our system.