Your client, our risk

Defined Benefit Pension Transfers for Introducing IFAs

Our service means we can provide your clients with DB transfer advice, then hand them back to you for ongoing servicing – 100% guaranteed.

Your client, our risk. We take all the compliance risks, so you can benefit from reduced Professional Indemnity costs.

Defined Benefit Pension Transfer Service For IFA’s

Professional introducers already registered

%

Agencies switched back to introducers after their cases complete

Years specialist DB pension transfer experience

As your IFA partner, our aim is to help you develop your business

We can investigate and analyse any UK pension and deal with every stage of the process, which means we can support you in helping your clients achieve their aims.

  • You retain all your client’s ongoing service rights & fees.
  • No expensive Professional Indemnity Insurance.
  • We are 100% responsible for the advice given.
  • We are 100% responsible for the compliance risk.
  • Competitive and fair fee structure.
  • We accept Insistent Clients.

Meet the team

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What our IFA clients say

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If you would like to find out more about our DB pension transfer service for IFA's or visit us, get in touch below and one of our IFA Support Team will contact you.

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Latest News

IFA Newsletter April 2024 

IFA Newsletter April 2024 

In our previous Newsletter, we noted a fourth consecutive month of increases to average CETVs based on the Grove Pensions Solutions (GPS) CETV Index. This was despite the Bank of England base rate remaining at 5.25% since August 2023. So far, despite interest rates remaining stable and no decreases on the horizon, we have seen a slight reversal in this with average CETVs dropping over early 2024.

DB complaints are increasing: what should advisers do?

DB complaints are increasing: what should advisers do?

The Financial Ombudsman Service has published its latest complaints data and there is some useful information about complaints related to defined benefit transfers and its attitude towards them.

In 2022/2023, complaints related to DB transfers (not to a self-invested personal pension) had an uphold rate of 58 per cent.

IFA Newsletter March 2024 

IFA Newsletter March 2024 

In our previous Newsletter, we noted a fourth consecutive month of increases to average CETVs based on the Grove Pensions Solutions (GPS) CETV Index. This was despite the Bank of England base rate remaining at 5.25% since August 2023. So far, despite interest rates remaining stable and no decreases on the horizon, we have seen a slight reversal in this with average CETVs dropping over early 2024.

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