Transfer to 3R
Move early. Scale faster.
It’s time to unlock unstoppable growth. The best agencies don’t wait, they act early, before operational inefficiencies start to slow them down.
We understand transferring can feel like a big step. But waiting comes at a cost: every month you stay with the wrong provider is another month your agency operates below its full potential.
With the right funding partner and back-office technology, you can scale faster and operate without friction. We’re here to deliver the service you deserve, so you can grow without limits.
Transfer to 3R for success. It starts now.
Transfer Success
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30-day average transfer time
- 10/10 onboarding rating
- c33% reduction in aged debt
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100% post-transfer retention
After transferring to 3R a typical recruiter will achieve > >
01489 854 741
58%
Contractor Turnover Growth
60%
Increase in Net Fee Income
100%
Contractor Payroll Accuracy
1 day
minimum time saving a week
48 hour
Contractor Payroll Frequency
4.8 ☆
5 Star Contractor Rating
Switching is easy
It doesn’t need to be complex or disruptive. Our expert transfer team supports you throughout. From initial audit through to go-live.
We follow a proven, compliant (IF/ABL) process to review your ledger, gather client and contractor data, and seamlessly transfer your funding on an agreed date.
We train your team, manage every step, and ensure continuity for your clients and contractors. With minimal disruption to your business.
Transfers are typically completed in weeks, not months.
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1Set up for success
We start by understanding your business and goals to set the right foundations.
Your dedicated team will:
- Guide you through the transfer and onboarding process step by step
- Clearly outline key milestones and timelines
- Define roles and responsibilities from day one
- Align on expectations and desired outcomes
We’ll support you in issuing notice to your current provider and set a target transfer date.
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2Review Your Ledger
We review your sales ledger to understand risk, ensure compliance, and prepare well.
Your dedicated team will:
- Audit your ledger and assess any risks
- Check IR35 and umbrella compliance
- Carry out credit checks across your client base
- Secure appropriate credit limits and bad debt protection
We manage comms with your existing provider using standardised protocols for a seamless transfer.
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3Onboarding & Training
We set your team up with the tools, systems, and support needed to get up and running quickly.
Your dedicated team will:
- Grant system access and set permissions
- Introduce you to your Relationship Manager
- Supply templates for gathering contractor information
- Support initial data entry onto back-office
- Provide training for you and your team
- Set up and optimise integrations (e.g. CRM, Xero)
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4Clear Communications
We support you to deliver clear, consistent communications to your contractors and clients.
Your dedicated team will:
- Provide ready-to-use communication templates
- Support messaging to contractors (Ltd and umbrella), including first timesheet and pay date confirmation
- Assist with communications to clients, including invoicing, RPO, and self-billing arrangements
All communications are aligned to your agreed transfer date for a seamless transition.
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5Transfer day
We ensure everything is in place for a smooth, successful transition from day one and beyond.
Your dedicated team will:
- Confirm your final ledger and take on the agreed debt
- Set up contractor access so they can benefit from no timesheet deadlines and daily payroll
- Provide client logins and ensure invoicing is aligned to agreed processes
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Be on hand to support you with any servicing, system, or growth queries
Book your fee-free transfer today
Why partner with 3R?
Dedicated Switch Team
Our specialist transfer team will guide you and your SMT through the transfer process.
100% payment accuracy
Be assured, your contractors will be paid accurately and compliantly.
the 3R way
Our NPS 96 rated team are recruitment experts and dedicated to your success.
daily payroll
No timesheet deadlines! Contractors are paid quickly with remittances.
Real-time Data
Quick, easy to access, real-time financial and performance data.
IN-house Dev team
Tech that's always up-to-date with changing laws, innovations and client feedback.
"We felt really supported and clearly guided through the transfer process with great instructions and regular progress updates. 3R made it all very easy and even gave us templated comms to support with managing clients and contractors through the switch. It was a completely painless process."
Laura Cronk, Operations | Areti Group
HEAR FROM ARETI >>
Recruitment Funding Transfer FAQs
How long does it take to transfer?
Most recruitment funding transfers are completed in around 4 weeks on average with the right process and an experienced team.
Timelines can vary depending on complexity and any existing provider notice periods, but a structured approach and proactive communication keep everything fast, controlled, and predictable.
Will transferring disrupt my business or payments?
No. Transfers are planned to maintain continuity across your business, for contractors, and cash flow.
Contractors continue to be paid without interruption, with clear guidance on any system changes. Clients are contacted in advance to confirm invoicing and payment processes, so everything redirects smoothly.
You’ll also receive your margin payments every Friday after transferring. With the right support, the entire process remains controlled, well-communicated, and disruption-free.
How much time will I need to invest?
Very little. Our dedicated transfer team handles the heavy lifting from start to finish, so your day-to-day focus doesn’t change.
We’ll just need your input upfront to provide key contractor and client information, along with sending communications (templates provided). Beyond that, it’s light-touch - regular check-ins to keep things on track.
Everything else, from data entry to onboarding and training, is fully supported, so you can stay focused on running your business.
What information do I need to provide to get started?
We only need a few key details to get your transfer underway.
This includes your current provider notice period (so we can agree a realistic transfer date), along with an up-to-date sales ledger, the number of contractors and clients you work with, and your typical payment terms.
From there, we handle the rest, keeping the process simple, structured, and easy to manage.
What happens during a recruitment funding transfer?
It’s a structured, straightforward process designed to keep everything clear and in control.
We start by reviewing your current setup and sales ledger, then plan the transition around your timelines. From there, we manage compliance, onboarding, training, and support clear communications - ensuring a smooth and successful switch.
Throughout the process, everything is handled so it stays simple and fully supported, both during the transfer and beyond.
View our ProcessHow do I know if switching is the right decision?
If you’re questioning your current setup, it’s usually a sign there’s room for improvement. Many businesses stay where they are because things feel “good enough,” but hidden risks, inefficiencies, and missed opportunities often only surface during a review.
Switching can deliver stronger compliance, smoother operations, and better support, while freeing up your time by reducing admin. It also improves contractor and client experience, accuracy, and overall service levels - positively impacting your brand and financial visibility.
In many transfers, we uncover misallocations or discrepancies that can be corrected early, creating a cleaner, more scalable setup moving forward.
Ultimately, the right decision comes down to working with a partner you trust. One that helps you operate without friction and scale with confidence.
Talk to us today
Being ex-recruiters, we're always happy to talk! Get in touch with our experienced team to explore a solution that will meet your needs and surpass your expectations.