Whilst we provide the framework for the compliant operation of your business, we open the door for you to manage your business exactly how you want to. It’s your business and you stay in control.

So what does this really mean for you?

Taking responsibility for pension transfer and pension drawdown We recognise pension transfer and pension drawdown can be a particularly time consuming and complex area, but one that it is important if you are to provide comprehensive advise to your clients. As it can be difficult to arrange, especially if you don't hold the necessary qualifications, we created the Pension Transfer and Pension Drawdown Bureau. It's designed to support you when operating in this highly technical and potentially risky area. Registered with the FSA, our trained, professional service takes full responsibility for the advise provided, paperwork generated and all compliance aspects. For a fixed fee plus a minimal percentage of the transfer amount, your client can access this service with you managing the relationship.

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