Pension Transfer Automation
for UK Advisory Firms
Upload the client record and supporting transfer documents. MonAI turns them into structured facts and a clean internal prep document your team can review and send.
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:
Collect the transfer pack documents
Statements, PDFs, provider letters, internal notes
Manually hunt for key facts
Balances, policy details, charges, key changes and dates
Copy everything into internal docs
Different admins, different formats, rework later
Double-check everything
Because manual entry = human errors
Prepare suitability letter
Another document, more manual work
Result: admin time disappears into prep work
And it scales linearly: more cases means more time pressure.
The MonAI Way:
Structured Transfer Prep, Fast
Upload documents. MonAI drafts a structured prep output. Your team reviews and approves. Done in minutes, not hours.
The Automated Process:
Upload the transfer pack
Client record + provider statements + any supporting PDFs
Generate a structured prep document
Key facts pulled together in one place, formatted consistently
Review + approve
Humans stay in control before anything is used or sent
Store + share internally
Keep the output with the case and send it to the adviser
Clarify what matters
Use MonAI to surface the key changes and the right questions to ask
Result: faster prep, cleaner output
More consistency. Less rework. Better throughput without hiring.
Built for UK Pension Transfers
Document Extraction
Turn provider statements and supporting PDFs into structured facts your team can use.
Human-Approved Outputs
MonAI drafts the output. Your team reviews and approves before anything is used or sent.
Minutes, Not Hours
Reduce time lost to hunting, copying, and re-formatting transfer pack details.
Smart Validation
AI flags inconsistencies and uncertain extractions. You stay in control with full review capabilities.
Batch Throughput
Prepare more cases with the same team by standardising how prep is produced.
Local + Private
Designed for in-office deployment so you don’t need to send client files to third-party cloud tools.
Calculate Your ROI
Get a personalised estimate based on your team size and weekly document volume.
30 seconds. No credit card. You’ll get a simple report you can share internally.
Calculate ROI →Real Results from a Real Client
See how one UK firm transformed their operations in 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
- 25–30 cases/day
- 35+ hours/week back
- £20–25k hire 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
MonAI is designed for in-office deployment so your team can process documents locally instead of uploading client files into generic cloud AI tools. In a demo, we'll walk through your workflow and data handling requirements.
See MonAI Process Your
Pension Transfer Documents
Bring a client record and a couple of supporting documents. See the structured prep output in real-time. Free 15-minute demo.
Book Your Free DemoSee what your team’s output could look like with one case pack