Whilst the standard Transfer Bureau service is ideally suited to the majority of transfer situations, the platinum service may be advantageous in certain circumstances:

• Where the scheme member is seriously ill and an urgent consideration of death benefits from the ceding scheme is required.
• Where the case is urgent due to client timescales.
• Where the increased fee is of no concern to a high net worth client.
• Where a transfer has already been recommended and a report is required to "tidy" the file.
• Pension sharing / divorce cases.

Benefits of the Platinum Service

• A dedicated case owner will supervise each case from start to finish. A locum will be available in event of illness or holiday.
• Immediate action for each stage of the process (standard service is normally between 2-6 working days).
• The case owner will review each case weekly and chase up the Scheme for information if required.
• Copies of requests issued to Schemes will be provided to the IFA.
• Correspondence with the Scheme will be handled by phone and fax where possible rather than by mail.
• If necessary, reasonable assumptions will be used to speed up the dispatch of a case.
• Liaison between the IFA and case handler regarding the choice of product provider for both Personal Pension and Section 32 before the report is dispatched.

The Costs