You can assist your clients who wish to ‘consolidate’ their existing pension schemes and provide a high quality service, by becoming a Partner of Crystal to provide ongoing pension benefits .
Crystal was the UK’s first trust based drawdown scheme and is governed, managed and administered by BlueSky, sitting alongside the award-winning Master Trust, The BlueSky Pension Scheme (TBPS) and is now open to existing schemes and a Qualifying Workplace Pension Scheme, providing a complete consolidation package.
Your client may well run an established and successful pension scheme and the process of consolidating the scheme to be part of a bigger arrangement may be a big step to take.
A dedicated Client Services Manager will be appointed to control the process during every step of the transition.
To discuss your scheme requirements, such as branding and investments, please contact us.