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Transferring your scheme

Switching schemes provider is a significant business decision. To ease any concerns and to make the transfer as smooth and as easy for you as we can, we have spent time developing a managed transfer process.

This includes an assigned project manager as your point of contact to oversee the process and to keep you up to date through each step of the process.

We have identified the different stages to successfully transfer your scheme to Ecclesiastical as:

  • Initial assessment & feasibility

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    We assess all relevant information and consider the feasibility of the scheme before reaching a decision about whether to adopt it.
  • Stakeholder engagement

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    We meet with you to discuss and agree the fundamentals including how your scheme will work, its product spec and ways of transacting.

    This is an open, collaborative process involving meetings with stakeholders and free exchange of information with plenty of opportunity to review and adjust the product so it’s perfect for launch and can maximise its potential.

  • Build the scheme

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    During this stage, the project team gathers and builds the essential information to deliver your scheme and considers the wording, marketing, literature, underwriting guidelines and training to ensure a seamless transfer.

  • Launch & ongoing management

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    This is the final stage of the transfer process for the scheme – but just the beginning of our relationship.

    Your Business Development Manager will be on hand to tackle any teething problems, while our wider team provide further support to you.

    We’ll hold regular reviews to ensure you’re receiving the service we promise and the scheme is meeting the targets we’ve agreed.

The total time to transfer your scheme should be approximately 8 weeks depending on the complexity.
Ecclesiastical Insurance Group plc (EIG) Reg No 1718196. Ecclesiastical Insurance Office plc (EIO) Reg No 24869. Ecclesiastical Life Ltd (ELL) Reg No 243111. Ecclesiastical Financial Advisory Services Ltd (EFAS) Reg No 2046087. Ecclesiastical Underwriting Management Ltd (EUML) Reg No 2368571. E.I.O. Trustees Ltd Reg No 941199. EdenTree Investment Management Ltd (EIM) Reg No 2519319. All companies are registered in England at Beaufort House, Brunswick Road, Gloucester GL1 1JZ. EIO and ELL are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Firm Reference Number 113848 (EIO) and 110318 (ELL). EFAS and EIM are authorised and regulated by the Financial Conduct Authority. Firm Reference Number 126123 (EFAS) and 527473 (EIM). EUML is an appointed representative of EIO who is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Firm Reference Number 402228.