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Selectapension Bureau Services

 
 
 
26 June 2017 - Please be aware that due to unprecedented demand, we are unable to accept new pension transfer analysis advice cases for a temporary period.  We are working hard to rectify the situation as quickly as possible and apologise for any inconvenience caused.
 
Please note this only affects our Financial Advice Service, and does not affect the Report Writing service.

 

Report Writing and Financial Advice Services for Pension Transfer Analyses.

If you are not authorised to give advice on specific types of pension work or do not have the time to manage bulk cases, we can help.  By expanding the services available to your client, you may avoid losing business to another Adviser.

What does the Report Writing Service offer?

  • We complete the Report Writing for you, whilst you retain and advise your client
  • Report Writing is available for Money Purchase Transfer Analysis, Defined Benefit Transfer Value Analysis, Income Drawdown and Annuity and QROPS
  • Professional and trusted service utilising Selectapension software
  • Client friendly, compliant reports
  • Reports completed in 10 working days
  • Prices from £200 plus VAT per report
 

What does the SBS Advice Service offer?

  • SBS manages the complete Financial Advice Service for you
  • SBS take full responsibility for the advice given
  • Professional Indemnity Cover in place
  • Available for Occupational Money Purchase and Defined Benefit Transfer Value Analyses
  • A team of G60 Qualified Advisers to quickly review your one-off or bulk cases

 

Testimonial

“We have used Selectapension Bureau Services to put together a Cash Equivalent Transfer Value Report and been delighted with the professionalism and technical knowledge of the department... The reports form part of our due diligence process and helps to assess our client’s options.”

“The report is detailed, set out in a clear professional format and is excellent value for money and I would have no issue in recommending this to other advisers.”

Ravenstone Financial Solutions Ltd

 

For further details and enquiries please contact:

Info@SelectapensionBureauServices.com or call us on 01892 601 500

 

Selectapension Bureau Services Ltd (SBS) (Registered in England No: 08189078) is a subsidiary of Selectapension Ltd and is an Appointed Representative of CFP Management Ltd which is authorised and regulated by the Financial Conduct Authority (FCA)

Registered Office: Selectapension House, Erdige Road, Crowborough, East Sussex TN6 2SL


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Want to know more?

Call us today on

01892 601500

Monday to Friday 9.00am - 5.00pm