Turn 2-Hour Pension
Transfers Into 10 Minutes
Stop manually extracting data from TVAS reports and transfer forms. MonAI processes pension transfers automatically with 95%+ accuracy. On-premises, GDPR-compliant, FCA-ready.
The Reality of Manual
Pension Transfer Processing
Every UK financial advisor knows this pain. Pension transfers eat up massive amounts of time.
The Traditional Process:
Download TVAS report (PDF)
Multiple pages, complex tables, inconsistent formatting
Manually extract 20-30 data points
Client name, policy numbers, fund values, transfer amounts, charges
Type everything into transfer forms
Copy-paste errors, typos, formatting issues
Double-check everything
Because manual entry = human errors
Prepare suitability letter
Another document, more manual work
Result: 1-2 hours per transfer
Multiply by 20-30 transfers per month = entire work weeks lost
The MonAI Way:
Automatic Pension Transfer Processing
Upload documents. AI extracts everything. You verify and approve. Done in 10 minutes.
The Automated Process:
Drag TVAS report into MonAI (30 seconds)
Upload PDF, Word doc, or scanned document
AI extracts all data automatically (2 minutes)
Client details, policy numbers, fund values, transfer amounts, charges - everything
Review extracted data (5 minutes)
AI highlights uncertain areas. You verify accuracy. Stay in control.
Export to transfer forms (1 minute)
Copy extracted data to your forms or export as structured file
Ask AI questions if needed (2 minutes)
"What's the total transfer value?" Get instant answers with source references.
Result: ~10 minutes per transfer
Save 1-2 hours per transfer. Process more clients with same staff.
Built for UK Pension Transfers
TVAS Report Processing
Automatically extract all required data from TVAS reports. Fund values, charges, benefits, illustrations - everything.
95%+ Accuracy
AI-powered extraction with built-in validation. More accurate than manual data entry. AI highlights uncertain areas for review.
10-Minute Turnaround
What used to take 1-2 hours now takes 10 minutes. Upload, extract, verify, export. Fast and accurate.
Smart Validation
AI flags inconsistencies and uncertain extractions. You stay in control with full review capabilities.
Unlimited Processing
Fixed monthly cost. Process 10 transfers or 100 transfers - same price. No per-document fees.
GDPR Compliant
100% on-premises processing. Client data never leaves your building. Zero cloud risk. FCA-ready.
Calculate Your Time Savings
Your Current Process:
With MonAI:
Time Saved: 26.7 hours/month
That's an extra work week every single month
Real Results from a Real Client
JPA Financial has been using MonAI for 6+ months
BEFORE MonAI
- 30 minutes to 1 hour per pension transfer form
- Manual data entry errors
- Staff frustrated with repetitive work
- Considering hiring more admin staff
AFTER MonAI
- Minutes instead of half an hour per form
- 95%+ accuracy rate
- 35 hours saved every week
- £25,000 annual cost avoided
"MonAI has transformed how we process documents. What used to take us hours now takes seconds, and the accuracy is incredible."
Questions? We've Got Answers
Everything you need to know about MonAI
Yes, 100% GDPR compliant. Your data never leaves your building. The hardware processes everything locally on your premises. No cloud uploads, no external servers, no third-party access. It's the most compliant solution possible because your sensitive client data stays exactly where it should: in your office.
See MonAI Process Your
Pension Transfer Documents
Bring your actual TVAS reports and transfer forms. Watch the AI extract data in real-time. Free 15-minute demo.
Book Your Free DemoSee why UK advisors are saving 1-2 hours per transfer