MEET THE
PENSION BUREAU TEAM

Experience

Since our inception in 2007, we have built on our reputation for being honest, friendly and helpful professionals with an extensive knowledge and experience invaluable for our clients when dealing with their pension release and transfer enquiries.

Our senior management team have individual experience within the industry ranging from 45 years for the most experienced to over 17 years for the least. Our Chief Executive and founder, Michael Ormond, has over 33 years in the industry, with over 18 of those years specialising in pension transfers.

We can investigate and analyse any UK pension*. Our extensive data base covers all major schemes, in fact, we have details of over 7,000, covering the significant majority of those in existence.

 

Compliance

We are committed to the FCA rules and guidance and have our own, dedicated compliance team ensuring we keep up to date with the latest interpretation and implementation of their requirements.

As recently as 2016 they completed a review of our business; focusing on procedures, management structure, business process, TCF and training documents, along with reviewing several of our transfer cases.

 

A partnership you can trust

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.

We aim to work hand in hand with you, being as flexible and accommodating as we can, to ensure the best possible customer outcome and ensuring your reputation with your clients is enhanced and strengthened.

*Certain Statutory Pension Schemes cannot be transferred, such as: NHS, Teachers’, Civil Service, Police, Fire Fighters and Armed Forces.

Local Government Pension Schemes (LGPS) can be transferred.

Our Senior Team

Tim Flippance
Claire Butler
Suzanna Scott

Testimonials

Very helpful & informative staff who understood my situation & why I had to release funds. I was informed that it could be a bad decision to proceed & was put under pressure not to, which doesn't make sense as Grove wouldn't make any money.

Mr PB, Chelmsford

I looked around the internet for some time, all I looked at was very confusing to me. I then found Grove Financial and found it very easy to read and take in. I sent an email with a question to see the response. I had a perfect response in plain english. I was very happy to carry on with the excellent personal service.

Mr JB, Bristol

At all stages I was completely satisfied with the help I got. At every stage I was made aware of any pro's and con's of pension release.

Mr JE, Maidstone

I thought the process of pension release would be difficult but was made easy to understand by the very helpful staff at Grove.

Mrs KS, Runcorn

Very helpful. Explained in detail, answered all my questions. Would recommend to family and friends. Excellent services.

Mr SS, Cheltenham

Grove Pension Release provided a very proficient service regarding my pensions review and pension release. My future pension needs have been fully reviewed and look forward to your support and working together in future years.

Mr RH, Witney

I found your service first class with friendly polite staff. All questions I had were answered. It was nice to be with a company that did not hard sell. Most refreshing.

Mrs JC, Warwickshire

....what can I say. This company has been a breath of fresh air. I fully recommend any one considering any form of financial planning to contact Grove Pension Release. In plain English, those people are "NOT" cowboys. Thank you for all your help.

Mr EG, Bedford

The people who dealt with my case were very helpful & non judgmental about the reasons why I wanted the case payout. Everything was explained to me thoroughly and the risks highlighted. Although this course of action is not for everyone, it has been a lifesaver for me. Thank You.

Mrs CS, Telford

GROVE SUPPORTED CHARITIES

Grove actively support the following charities and institutions

Livability
Libra
Bromley Mencap
Aquaid