A Faster, Smoother Pension Transfer Thanks to AI

When clients think about pension transfers, they often expect delays, complex forms, and long waiting times. But with the right technology, the experience can be entirely different.

One client recently shared how their pension transfer — a process that typically takes weeks — was completed far faster than expected. Behind the scenes, their financial advice Partner Practice was using TweedAI’s automation tools, designed to streamline every step from Letter of Authority to transfer completion.

The results for the client were clear:

• Faster turnaround times across key milestones.

• Transparent communication, with clear updates throughout.

• Confidence in compliance, knowing every step was handled accurately.

Automation doesn’t replace the adviser–client relationship — it enhances it. While clients may never see the systems that make it possible, they feel the difference through smoother processes, quicker outcomes, and greater trust.

At TweedAI, we believe the best technology works quietly in the background — ensuring clients enjoy faster, stress-free financial journeys while advisers focus on delivering great advice.