Transvas Profiler -
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.
Transvas Profiler is an innovative programme widely used throughout the pensions industry as a means of accurately assessing and comparing final salary pension benefits. The system produces a comprehensive compliant report comparing the member’s pension scheme benefits to a personal pension and section 32 policy.
Advisers that wish to outsource the report production can use O&M’s Transvas Bureau service.
* 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 Transvas Profiler 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.