Workplace and Bulk Transfers
Making a transfer process slick and simple for schemes is no small feat. There are different consent types and scheme types, multiple legal documents that need to be tied up... and before you know it, it's spiraled into a something messy. Options Transfers helps workplace schemes do away with the paperwork, it keeps one online set of true information that all parties work from - all while reducing transfer times from months to days.
That's what it's all about. Conducting your business how you want, where you
want and when you want. This is why Options Transfers is as simple, flexible and scalable
as possible. We don't charge you based on how many users you have or for how
many locations you're based in.
Today it is harder and harder for organisations to make cost savings. Margins are slim, time is constrained and resources are stretched. Wouldn't it be great if there was a service that could deliver bottom-line benefits, improve member experience and not cost the earth? Well, look no further.
Bulk it up
Bulk transfers are expensive, paperwork filled mountains with various versions of CSV files floating around that add risk, drain resources and create costly, manual processes. With the help of the industry and through collaborative working, it was agreed that this process could do with an Options Transfers make-over. Based on the success of Options Transfers, our Bulk Transfers service takes those tried and tested principles and puts them to good use. Solving the problem of bulk transfers.
Our service enables you to simplify the application process, remove and reduce paperwork, reduce errors and more, all through automating the process. The Bulk Transfers facility available through Options Transfers, helps you to quickly identify data gaps, have direct contact with the ceding or receiving organisations, reduces risk and cost (not to mention transfers times!), making for a better experience for your members.
Call Stewart today to talk bulk >
Trusted to get the job done
More than 90 brands currently use and trust the Options Transfers service and it has continued to improve and reduce transfer times across the industry. Options Transfers reduces transfer times c. 50 working days to a long-standing average of 8 calendar days, and we’ve even seen some transfers be completed in as little as 45 minutes.
As an online service, Options Transfers is fully auditable, and all communications, including data is secure. You can also contact your ceding or receiving party through the service in real-time - making it easier than ever to manage and track each and every transfer.