PENSION TRANSFER
BUREAU FOR
PROFESSIONALS

Grove Pension Solutions Ltd was established in 2007 and has always specialised in helping people with their pensions. Over this time, we have provided advice to literally thousands of individuals, so our team has a wealth of hands-on experience.

As an industry leader in Defined Benefit pension transfers and pension release, we have now established ourselves as a name that can be trusted amongst those IFA’s looking for a Pension Transfer Bureau Service.

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.

We understand that the relationship you have with your clients is vital and can be undermined or strengthened by our involvement. Therefore, our focus is on fairness, balance and transparency, in both process and charges.

Quite simply, we will not recommend a transfer where it is not in your client’s best interest. Instead, we work hand in hand with you, being as flexible and accommodating as we can, to establish the best possible customer outcome and ensuring your reputation with your clients is enhanced and strengthened.

That’s why our specialist pension advisers are not financially rewarded by the number of cases they complete. They are measured by the quality of advice they give.

YOUR CLIENT, OUR RISK

YOUR CLIENT, OUR RISK

YOUR CLIENT, OUR RISK

As your professional partner, our aim is to help you develop your business; with Grove taking all the compliance risk, whilst you maintain your clients and ongoing servicing rights.

  • We are 100% responsible for the advice given.
  • We accept 100% of the compliance responsibility.
  • Upon transfer completion, your clients agency is transferred back to you.
  • You therefore retain your clients ongoing service rights / fees.

Our Professional Introducer Transfer Bureau Service has grown from strength to strength in recent years. We work directly with more than 550 IFAs, supporting them in helping their clients achieve their aims.

We have a large, dedicated team of over 40 staff and have successfully completed over 4,200 transfers. To ensure a smooth and transparent partnership, we have created a straightforward eight-step process.

Once an Introducer Agreement has been signed and the Introducer Due Diligence Form completed, we will manage every stage of the process – from collating all the relevant information from the scheme, to producing a TVAS and Suitability Report, then completing the transfer.

We will keep you fully informed of progress at every stage, and have an open and transparent payment process, which includes flexible Introducer fees.

We have experience of dealing with nearly every major UK pension scheme and have details of more than 7,000 Defined Benefit pension schemes on our database, covering the significant majority of those in existence.

A few examples are:

  • Sainsburys Pension Scheme
  • Railways Pension Scheme
  • Allied Domecq Pension Fund
  • British Steel Pension Fund
  • Lloyds TSB Staff Pension Scheme
  • Sainsburys Pension Scheme
  • Railways Pension Scheme
  • Allied Domecq Pension Fund
  • British Steel Pension Fund
  • Lloyds TSB Staff Pension Scheme
  • National Grid UK Scheme
  • Invensys Pension Scheme
  • Barclays Bank UK Retirement Fund
  • Local Government Pension Schemes (LGPS
  • First UK Bus Pension Scheme
  • National Grid UK Scheme
  • Invensys Pension Scheme
  • Barclays Bank UK Retirement Fund
  • Local Government Pension Schemes (LGPS)
  • First UK Bus Pension Scheme
OUR FLEXIBLE PROCESS

OUR FLEXIBLE PROCESS

OUR FLEXIBLE PROCESS

We like to work hand-in-hand with our introducers to provide a bespoke, flexible process. This means that at key stages, you have the option to either carry out the work yourself or instruct us to do so on your behalf. These key stages are:

  • Gathering ceding scheme information
  • Completion of the client Fact Find
  • Presenting the Suitability Report to your client

How you will get paid

How will you get paid

As a trusted and open partner, our focus is on fairness, balance and transparency, in both process and charges. That’s why our payment and process terms include:

  • No charges unless a transfer takes place
  • Flexible introducer charges – we will facilitate the initial and/or ongoing adviser fee you require and switch back the agency to you on completion
  • We take full liability – we are 100% responsible for the transfer advice and ALL the compliance
How will you get paid

GROVE IN NUMBERS

£0M

of pension funds transferred

0+

transfers successfully completed

0+

professional introducers already registered

0+

years specialist pension transfer experience

TESTIMONIALS

Although I am only an occasional user of the pension transfer service offered by Grove FS, I have always found their service levels excellent. Their personal guidance, throughout each case, has been 1st class, ensuring that I give my clients accurate information from the start and throughout. This ensures that our clients have no unrealistic expectations, and appreciate both, the time required for a full and proper analysis, and, that the advice given, is in the client’s best interests. The new online system is very easy to learn and has made the information gathering process more interactive with the client, resulting in more accurate information being recorded.

Mr C, Essex

We find using Grove for their pension transfer process, straightforward and without any complications. The good thing about Grove is that they use good communication skills with the client, even if a transfer is not viable to proceed with. We receive weekly email updates as a given but in and amongst other things there is constant dialogue to confirm further updates on each individual case. We’ve used Grove for the past two years and have been extremely satisfied with their service & co-operation for every case they’ve been involved with.

Mr J, West Yorkshire

I have used Grove for around a year now & they have done over 30 cases for me, I must say that their professionalism is superb & they work very hard to quickly & efficiently complete each case in the timescales provided, I have spoken to lots of their advisers & support staff, everyone so far have been great to deal with & sorted out any issues in a timely fashion, they chase up cases regularly, the quality of the information that they send out to clients is very good & my clients have actually commented on this as well as saying they have been kept well informed about the process.

Mr E, Tyne & Wear

This company is nothing but professional, positive, personal, pleasant and punctual. They don’t miss any deadline.

Mr V.

The expertise and attention to detail with which you have handled our clients’ financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with them.

Mr C.

For an introducer using Dan at Grove Pensions is really useful as he helps to make a pension transfer a really straightforward process from start to finish with regular updates informing me where we are at with each case. The advice process is good, clear and concise so the client fully understands exactly what options they have when making their decision to transfer or not.

Mr A J, London

Excellent service and advice from start to finish. Grove deliver clear and concise advice to my clients, whilst keeping me informed at every step.

Mr M.E.

GROVE SUPPORTED CHARITIES

Grove actively support the following charities and institutions

Livability
Libra
Bromley Mencap
Aquaid