Our transfer story
Finlay Boyd and Karen Orme talk about the enhancements we’ve made to our transfer process and how we’ll support you and your clients with each route.
Webinar talking points:
- The different transfer options available.
- Transferring pensions savings through our Direct Offer route.
- Transferring pensions savings with our execution only route.
- The support we’ll provide to you, your clients and their employees with each route.