Ceding Scheme Information
 We will collate all required information for the ceding schemes – projections / plan statements / CETV / scheme details 
Full analysis report
 We provide O+M / SelectaPension / APTA and TVC services and are happy to use whichever suits your business 
Fund / Provider / Risk / Portfolio Compatibility
Suitability Letter
 Comparing existing vs new schemes – including all FCA requirements 
Full paperwork to complete the transfer
 Liaising with existing and new schemes to ensure the transfer happens smoothly and effciently 

Please note, this service is available for Personal Pensions and Non-Occupational Pension Schemes without G60 or equivalent qualifications.  If you are a Pension Transfer Specialist, we are able to provide Defined Benefit and Occupational Scheme research and reports.