One of the most compelling parts of our proposition is the fact that we don't just work ON your business we also work IN your business. Working directly on your client's affairs, under your stewardship and guidance, we provide the information to help you advise your clients on which of their existing pensions and investments are suitable for liberation into your new investment proposition and which of them are best left in their current environment.
At Veracity we advocate that you embed consistent processes into your business and we practice what we preach! In delivering our service we have a well defined process that we follow.
The process
Stage 1
You see the client, explain your proposition and obtain signed letters of authority enabling Veracity to analyse the legacy investments.
Stage 2
We liaise with providers to compile the required information and undertake a comprehensive analysis at an individual client level. This analysis compares costs, risks, features and benefits of leaving these investments where they are as opposed to moving them to your new investment model.
Stage 3
You decide from this analysis what you will recommend.
Stage 4
We compile your transformation report.
Stage 5
We gather, pre-populate and manage the necessary application forms and other paperwork.
Stage 6
We oversee the transfers from ceding schemes and track them to the point where they are invested into the recommended investment solution.
Stage 7
We reconcile everything at the end of the process to make sure everything was moved correctly
