New to IVCM
Building relationships, trust and supporting you to provide the same service to your clients.
At IVCM it is important to us to build trusting and long-lasting relationships with our adviser accounts. With 750 adviser firms currently doing business with us, this demonstrates our constant dedication to keeping our Advisers happy and providing the best service possible to them.
When working with IVCM, we can provide you with all the tools and guidance you require to assist your clients with their pension and retirement planning including:
New to IVCM?
Whether you are based in Europe, Asia, Australia or New Zealand, if you are looking to use one of our Retirement Solutions products for your client base and you have not worked with us before, then before we can commence our business relationship we need you to complete our Terms of Business Document.
Our Terms of Business also includes a full information and document checklist at the back so that you know exactly what to submit with the completed form.
Once Terms of Business with us is confirmed, a dedicated account manager will be appointed as your main point of contact who will be able to provide ongoing support, as and when you require it.
Aspect Wealth Advisers
The support team and specialists are excellent, all know their subject and are able to provide answers quickly. It’s not a simple process and I’ve found IVCM able to suggest pathways and methods to deal with the challenges of the transfer, especially during the pandemic whereby turnaround timeframes with UK schemes have been stretched right out. Ability to transfer and hold in GBP, as well as invest in both GBP and AUD is also a great benefit in allowing the member to control ‘when’ the funds are exchanged.Overall experience working with IVCM
Knowledge and support received from your IVCM Business Development Manager
Process of transferring your client’s UK pension, with IVCM