Corporate Partnerships

Raven Wealth works with a number of other IFAs providing a Defined Benefit / Final Salary Transfer and Equity Release Partnership service. We are partnered with a number of different Pension Transfer Specialist Companies and Lifetime Mortgage providers that enables us to match your client to the company that meets their needs.

 The client will always be novated back to you once the transaction is complete, or we can offer an ongoing service for that element of their investment portfolio, the choice is yours.

We also offer a Workplace Pension Scheme service, working with individual members to both educate and facilitate Defined Benefit transfers. De-Risking is a labour intensive and frustrating process when large numbers of employees are then refused a transfer.

We work with a panel of Pension Transfer Specialist firms so we can match the individual members circumstances to the correct transfer specialist to obtain the right advice.

We also offer small and large scale Pension Seminars for your members so you can be sure they are able to make an informed decision.

Contact us today to find out more about partnering with Raven Wealth. Either complete the form below or call our Corporate Partnerships Consultant on 01733 602029.