Delivering great experiences to employers and trustees…
We pride ourselves on providing an outstanding service to employers and trustees. We really get to know our partners’ motivations and objectives, which helps us deliver the best solution for their business.
…as well as individual scheme members
We’re also passionate about providing the best possible member experience and outcome:
We allow members to communicate with us in the way that best suits them, whether face-to-face, by telephone or online.
Our websites and other materials are clearly laid out and written in 'plain English', and where appropriate we use animations and videos to support understanding.
All of our advisers are Level 4 diploma holders with a relevant pension transfer qualification (either G60, AF3 or AF7 or equivalent) and have experience of dealing with transfers from less than £1,000 up to £2.9 million.
As well as gaining the trust of individual pension scheme members, this also protects the reputation of the organisation and the trustees.