O&M Systems

Products & Services
Pensions Profiler
Transfer Adviser
Transvas Profiler
Transfer Bureau
Scheme Solutions


Pensions Profiler
Pensions Profiler is a specialist system to help IFAs with individual pensions business. It combines new business research and justification functions with accurate performance statistics for over 7,000 funds. Perhaps one of the most topical features is the switching facility aimed at personal pension reviews. Most of our customers find that the commission from their first successful case for this function alone, is normally sufficient to fund the system for a whole year. Read More

Transfer Adviser
Transfer Adviser is a split commission (or fee) liaison service designed solely to provide support for those IFA's who, for whatever reason, are unable to transact Occupational Transfer business. A "hands on" approach will ensure superb client care throughout the entire advice process and reassurance to any prudent Financial Adviser. Read More

Transvas Profiler
An innovative programme widely used throughout the pensions industry as a means of accurately assessing and comparing Final Salary pension benefits. Despite the complex issues involved O&M specialist training and support systems will provide peace of mind for any avid pensions analyst. Read More

Transfer Bureau
A service dedicated to the production of Transfer Value Analysis Reports. Simply instruct O&M to conduct an analysis and a comprehensive compliant report will be produced comparing the members pension scheme benefits to a Personal Pension or Section 32 Policy. Read More

Scheme Solutions
Through a combination of our systems, services and expertise, O&M have become a leading supplier of services to scheme consultants. Under the broad heading of Scheme Solutions, we are able to assist occupational scheme consultants in bulk analysis and advice exercises. Read More

  © 2005-2008 O&M Systems