Onvestor provides a fast and expert service on behalf of NMBA members, negotiating the complex regulatory landscape of DB transfers with a high degree of discipline.
They’re experts in high-volume retail financial services and are proud to hold a flawless regulatory record, which comes from knowing how to handle complexities at scale while still operating in a highly procedural manner.
Every case usually has a minimum of four people working on it, including at least two Pension Transfer Specialists assessing matters (one quantitative, one qualitative). Furthermore, every case is checked externally before issue. While this isn’t required by regulations, Onvestor feel it’s vital to provide the quality of service needed.
Their ethos is to keep things simple, while always meeting the expectations of partners and clients alike. They offer two simple models for DB-only work, as well as a single transparent pricing structure with no other charges passed to you or your client.
To start referring your cases, you’ll need to register to become an NMBA member. It’s free to join and you’ll have access to all of our outsourcing solutions, our business development support, events, webinars and a range of other resources.
All of our dedicated support is designed to help you run a profitable and successful business.