O & M Pension Solutions

O&M Pension Solutions Ltd is a leading provider of specialist pension transfer analysis and bureau services. We empower financial intermediaries to provide their clients with comprehensive and insightful retirement planning guidance. With a team of experienced professionals and a proven track record, we streamline the process of transferring and optimising pension assets.

Our Expertise

Our extensive knowledge and expertise cover all aspects of pension transfer analysis, including:

DB Advice Service

• Comprehensive pension analysis, including TVC, Critical Yield, Pension Freedoms and PPF analysis
• Benefit illustration and member communication materials
• Scheme data review and reconciliation

Bulk Transfer Bureau

• Automated report production for large numbers of members
• Bulk data upload and processing capabilities
• Flexible reporting options to meet your specific needs

Transfer Bureau with TVC

• TVC report included as standard, compliant with APTA and PS18/6 regulations
• Comprehensive analysis and guidance for optimal member outcomes
• Streamlined data review and collection process

Our commitment

We are driven by a commitment to:

• Accuracy: Our rigorous data collection and analysis procedures ensure report accuracy and reliability.
• Efficiency: Our streamlined processes and online reporting tools optimize turnaround time for your clients.
• Transparency: We provide clear and concise reports that are easy to understand.
• Client Satisfaction: Our dedicated team is committed to providing exceptional client service throughout the process.

Why choose O&M Pension Solutions Ltd?

With O&M Pension Solutions Ltd, you can expect:

• Access to experienced professionals with deep industry knowledge.
• Tailored solutions designed to meet your specific requirements.
• Comprehensive data analysis and reporting.
• Efficient and timely service delivery.
• Transparent and clear communication every step of the way.