Upload your ceding scheme PDFs and Vestx extracts the policy details, flags what's missing, and builds a polished, compliance-ready checklist — automatically.
Vestx turns hours of manual data entry into a couple of clicks, so you can spend your time advising — not retyping.
Vestx reads your ceding scheme paperwork and pulls out policy numbers, fund values, charges and benefit details in seconds.
Every extraction produces a structured transfer checklist you can review, complete and drop straight into your client file.
Statements, benefit summaries, discharge forms — upload them together and Vestx merges the details into a single view.
Extracted values are shown for you to check and edit, so nothing goes into the final document without your sign-off.
Download a clean, branded checklist PDF that's ready to file, share with paraplanners or attach to your suitability work.
Your account is protected and documents are processed only to build your checklist — not stored for anything else.
Drop in one or more ceding scheme PDFs — policy statements, benefit summaries, whatever the provider sent.
Vestx pulls out the key policy data and lays it out for you to verify and tweak in seconds.
Generate a polished pension transfer checklist PDF, ready for your client file. Done.
One credit = one extraction. Start free, upgrade when you're ready. Extra credits are £10 each and never expire.
Join Vestx today and turn your next ceding scheme PDF into a finished checklist in minutes.