Pension Transfer

We have a specialist pension transfer team available through our panel to advise you on Personal and Occupational Pension transfers.

Why you should review your current pension:
  • Are your funds performing?
  • Are your funds suitable for your risk profile?
  • What are the charges applied and are they competitive?
  • Many older pensions (Pre 2001) have expensive charging structures
  • Will you be able to take the maximum tax-free cash available?
  • If you were to die who would receive your pension benefits?
It is our experience that many people now need to review their current pension contracts to ensure their pension funds are growing at acceptable rates. It may also be the case the charges on your policy are no longer competitive with modern pension schemes. In many cases significant improvements can be made to enhance your policy and maximise your future benefits.

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