Is a pension transfer right for you?

Pension Transfer Advice

A significant part of our business is advising on pension transfers whether it be transferring from a private pension arrangement or a company scheme. We have a team of dedicated pension transfer specialists and have advised on over 10,000 pension transfers.

We are proud holders of the PFS (Personal Finance Society) Pension Transfer Gold Standard. 

Defined Benefit (or final salary) Pension TransfersAs a result of the new pension freedoms, the number of defined benefit pension transfers has increased as more people are attracted by the freedoms, flexibility and favourable death benefits. Anyone looking to transfer a defined benefit pension with a value of £30,000 or more is required to take advice from a pension transfer specialist. 

For all pension transfers a detailed assessment is required of the relative merits of transferring and we undertake thorough due diligence before issuing our recommendations. 

Please note, due to our current workload, we are not taking on any new cases at this time. If you care to check back with us later in 2022 we will be pleased to hear from you.

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