Many of us have accumulated various pension arrangements in our working life. Some may be good and some may be poor value e.g poor investment performance or high administration charges. Our Pension Transfer Service will review these on your behalf and provide an unbiased report.We have staff specially trained to provide this service and the service consists of four elements:
- Collation of the relevant data on your pensions
- Prepare a report detailing the "pros and cons" of transferring
- Establish the transfer ( if a transfer is recommended)
- Provide an ongoing review of the investment strategy of your pension portfolio
We will need to be remunerated for this service and this can either be commission or a Fee paid by you. Either way this will be agreed before the service commences.
Member of the Association of Member-Directed Pension Schemes
Authorised and regulated by the Financial Services Authority
(SIB No: 133515)