Employer & Trustee Services

Our mission is to ensure that any decision regarding transferring from a defined benefit pension scheme is based on the correct information.


Our Transfer Value Analysis report is designed to give an impartial assessment of the scheme benefits compared to the CETV offered, so that the member can make an informed decision on whether they need to take financial advice or not.


We offer a full service package to employers/Trustees for any Flexible Retirement Option (FRO), Enhanced Transfer Value (ETV) and Payment Increase Exchange (PIE) exercises they may be considering.


We support “The Code of Good Practice for Incentive Exercises” and can offer:


  • Our TVA report to scheme members for consideration
  • Financial advice for those who require it




For further information or to discuss your requirements please call us on 01977 285720.