Defined Benefit Pension Transfer Service For IFA’s

About our IFA Community Portal

Our IFA Community Portal gives you ‘live’ access to your client applications including key information, progression and access to documents including the Abridged Report and Suitability Report.

You can also see extensive information about your client’s pension schemes (including transfer values) and you can even complete the client factfind.

IFA Community Portal

360 View of Clients Pension Transfer Progress

IFA Community Portal Screenshot
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Client Progess Report

Overview of all your clients and their stages

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Client Factfind

View, amend and update your clients factfinds


Client Scheme Status

Keep up to date with your clients pensions schemes

IFA Liason Team Support

You can submit cases and enquiries direct to us or just ask questions about our process. Our IFA Liason team are here to help you.

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IFA Document Cloud

Download all your documents, guides, checklists and consent forms in one place.

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Support requests are logged into our system with a full view of all requests and there progress.


What our IFA clients say

Get in touch

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 Liason Team will contact you.