Enabling advisors to deliver exceptional pension risk transfer services

Manual data handling and benefit calculations consume valuable consultant time that could be better spent on strategic client advice. Heywood Passport's technology-driven automation reduces manual effort, lowers costs, and improves accuracy, allowing your PRT consulting team to focus on high-value advisory services.

Providing accurate timelines and outcomes to clients is challenging in complex pension transfer transactions. Our streamlined processes dramatically reduce the time from preparation to transaction, enabling you to set and meet realistic client expectations with confidence.

In a competitive advisory landscape, demonstrating technological capabilities is increasingly important. Heywood Passport provides you with cutting-edge pension scheme transaction support tools that enhance your service offerings and differentiate your firm in the marketplace.

Managing communications between schemes, trustees, and insurers creates a significant coordination burden. Our centralised platform facilitates efficient risk transfer timeline management, reducing administrative overhead and ensuring all parties remain aligned throughout the transaction.

Approaching the market with inaccurate or incomplete data can damage credibility and lead to suboptimal outcomes. Our comprehensive data validation tools ensure scheme data is fit for purpose before market approach, strengthening your position in negotiations.

Heywood collaborates with leading advisors, insurers, reinsurers, commercial consolidators and pension schemes, ensuring our solutions align with market expectations and industry best practices. Our independent expertise is trusted across the PRT sector, providing advisors with confidence in every transaction.