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.
360 View of Clients Pension Transfer Progress
Client Progess Report
Overview of all your clients and their stages
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.
IFA Document Cloud
Download all your documents, guides, checklists and consent forms in one place.
Support requests are logged into our system with a full view of all requests and there progress.
What our IFA clients say
Having been introduced to the team at Grove for clients considering their Defined Benefit options, it has been great to strike up a working relationship with the firm. It is hugely important that our clients enjoy a positive experience with those we entrust to work alongside us and the IFA Liaison team are particularly helpful in ensuring that we are in a fully informed position throughout each stage of the process
Daniel Galbraith - Adv DipFA Chartered ALIBF
Kilgour Wealth Management Ltd
I have been dealing with Grove for several years now and I have to say they are a great firm to deal with, they are first class with communication, for me the bigger issue how my clients perceive them, and everyone says the same thing, they were very friendly, clear and informative, that to me it’s worth its weight in gold. I find the staff to be very approachable and knowledgeable, I would have no hesitation in recommending them to anyone, they are a 5-star firm who give 5-star service. One of the bests parts of dealing with these guys are that once the transfers have completed, Grove transfers your clients back to you really quickly and then you take back over managing your clients again.
IFA Consultants Ltd
We recently referred two cases to Grove Pension Solutions. Grove has a very smooth abridged advice process that allows introducers to refer cases and have them initially assessed without incurring cost for the clients. When it is agreed to proceed to the next stage, we found their fee structure, advice process, and their communication with us, to be outstanding. We got regular updates from their superb IFA Liaison staff and understood what stage we had reached all the way through the process. Their IFA website portal is also very easy to navigate and a most useful resource. We have used other approved DB transfer specialist firms before, but Grove is the main one we intend using in future. I can highly recommend this firm.
Alistair Paterson - Director
Murray Paterson Ltd
You have been 1st class with your interactions and I just want to put on record my sincere thanks for all your hard work with all of my case submissions. It really does make a difference having someone like yourself at the end of the phone.
Stephenson Johnson Financial Planning Ltd
I have referred Defined Benefit cases to Grove for several years. I have found that the team are very helpful in ensuring that clients have a positive experience. They seamlessly take clients through the advice journey, ensuring that the client is aware of each step of the process.
My interaction with both Matt and Max in particular from the IFA liaison team has been critical in ensuring a high level of client care.
Sovereign Financial Planners
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.