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Transfer Adviser is a regulated service from O&M that provides advice to deferred members of occupational pension schemes. In addition
to receiving independent advice on the transfer options available, clients of final salary schemes automatically receive
essential guidance on the new Pension Protection Fund
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The majority of advisers are not authorised to offer advice in this area; some are yet to take the necessary
examinations, whilst others simply prefer not to become involved in this area of advice.
Whatever your situation, Transfer Adviser could be an important source of income for you and a valuable
service for your clients and professional introducers.
Why Introduce Clients to O&M?
- No hidden fees
- No PI risk.
- No responsibility or liability for advice.
- Receive up to 55% of commission generated, just for introducing the client.
- Confidence that your clients are being looked after by experienced transfer advisers.
- Client Satisfaction - Your clients will receive impartial advice from independent transfer specialists.
- Client retention - You benefit from a written no cross-sell agreement.
- Client-friendly reports to aid client understanding.
- Website Case Tracking for you and your clients.
We have also created the Transfer Adviser website for you to
direct your clients to. From there they will be able to track their own cases and read up on what is involved in the transfer
process.
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