Introducing DB advice
to your clients
How we can help you
Due to the challenging market conditions, with rapidly rising PII costs, regular FCA intervention and advisers’ concerns over their firms’ future value, many advisers have decided to stop offering Defined Benefit (DB) pension advice and introduce a specialist advice firm. As your trusted DB advice partner, we’ll work closely with you to ensure you meet all of your clients’ advice needs. After we have provided advice, we always hand your clients back to you for ongoing servicing and any other advice needs.
Additional Service information
Selecting the right advice firm is critical to help you continue to meet all of your clients’ advice and service needs. We believe we can offer you something different as a trusted DB advice partner.
- We do not take ownership of your clients
- We offer abridged advice and facilitate insistent client requests
- A dedicated Pension Transfer Specialist and Relationship Manager for your firm
- Our PI cover is in place and meets all regulatory requirements
- Our service quality meets all regulatory requirements.
Understanding DB Pensions
Our DB Advice Guide provides more information about how our service helps you to meet all of your clients’ advice needs.
Talk to a local expert
We have qualified advisers throughout the UK. If your firm is planning to stop providing DB pension transfer advice, or you are looking for more information about Origen’s service, please contact us to see how we can help.
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