In this increasingly litigious market, the International Financial Advisor and Product Provider alike cannot expect to be specialists in the very complex field of pensions. PenTech provides its Clients with the highest level of service with the most experienced Pension Technicians, International Pension Actuaries and more importantly the latest technology.
International Professional Advisors can feel isolated when confronted with a complex scheme on which their Client is expecting instant and accurate answers followed by a solution. PenTech shares it’s wealth of knowledge and support to develop that important solution!
With what appears to be an eternity in this industry with experience of all of the developments and changes over several decades, it became very evident to us that there exists an ever increasing specific requirement for technical support for both International Financial Advisors and also International Pension Scheme Providers.
PenTech evolved from over 37 years in the pensions profession, the majority of which have been in the international pensions market in positions of senior responsibility as UK and internationally approved Pensioneer Trustees (now referred to as ‘Special’ or ‘Professional Trustees’) and Pensions Actuaries.
There are very few UK and International Pension Schemes that we have not had some major level of involvement over the years and these include the majority of the UK Final Salary/Defined Benefit Schemes.
We function with you to achieve the required result, not for you. Our Clients are professional International Advisors and Pension Providers, the individual Client who is looking to you for advice, remains your Client. We therefore form a ‘partnership’ with you to bring increased credibility to your business and the advice that you are providing.
It’s like having Pensions Technicians and Actuaries ‘on the Board’ without the associated commitment.
Unlike certain other institutions who offer a similar service, we are not IFAs or Pension Product Providers and will remain so!
FULL TECHNICAL SUPPORT FOR INTERNATIONAL IFA’S AND PRODUCT PROVIDERS
UK and Internationally qualified staff who are approved Pensioneer Trustees and Actuaries providing internationally renowned advice
FULLY COMPLIANT PENSION TRANSFER ANALYSIS
Comparison of Transferring Scheme and Receiving Scheme benefits
INDUSTRY COMPLIANT REPORTS AND ILLUSTRATIONS
Anticipated benefit quotations, summaries and schedules
TRAINING AND COMPETENCE SEMINARS
Continual Professional Development for pension staff
SELECTION OF THE MOST SUITABLE JURISDICTION (QROPS)
Negotiations with Scheme Providers for competitive terms and service with full monitoring
RECOMMENDATIONS AND PRE-SALES SUPPORT
Client Report/Recommendation/‘Reason Why Letter’ approval
CLIENT MEETINGS AND SEMINARS
Any location in the world
NEGOTIATIONS WITH SCHEME TRUSTEES AND ACTUARIES
A full problem solving process
ACTUARIAL SUPPORT WITH RETIREMENT CALCULATIONS
Actuarial Reports and Valuations
FULL COMPLIANCE SERVICE
Including liaison with Regulators
3 Athol Street
Douglas
Isle of Man
IM1 1LD
+44 (0) 1624 611113
support@pentech.im