Pension Perfomance Reviews & Transfers
Amongst many other benefits, a pension transfer offers the potential to reduce charges, improve performance, ensure suitability and target your required income in retirement.
Don’t leave your retirement funds to chance!
Your single biggest source of retirement income should not be left to a game of chance that is influenced by a set of maybes…
- Maybe my retirement income will be sufficient?
- Maybe the fund I’m invested in is suitable?
- Maybe my advisor did a good job when I set up the pension?
- Maybe I’ll have enough income in retirement?
By exploring the potential to transfer your pension and taking your head out of the sand, you begin to take responsibility for your retirement income, you improve your knowledge and you take control of what is for most people, their single biggest asset.
You know your pension fund deserves it!
Explore transferring safely and securely with our pension transfer finder service.
Advisors and what to expect from the Pension Transfer Finder Service?
Our mutual goal is to support you in finding a suitably qualified advisor with good reputations that you can trust. In order to achieve this we will always encourage you to speak with and meet each of the advisors we introduce you to, ensuring that you make an informed decision and choose the right adviser for you.
We take the view that we wouldn’t allow an unqualified person to give us medical advice and we certainly wouldn’t allow an untrained pilot to fly us to our holiday destination. Pension Transfers require a qualified individual as recognised by the Financial Services Authority (FSA) and that is who we will introduce you to.
Pensions transfer advice can often be far from impartial or independent due to the large sums of money being invested. Therefore we encourage you to take your time interviewing at least two advisors by telephone, and will be happy to recommend alternative pension advisors if requested.
Good advisors will take the time to provide you with a detailed report outlining your transfer options, often referred to as a pension transfer analysis. Our pension finder service looks for great advisors who will take the time to ensure you understand the aspects of the transfer analysis that most affect your financial future and decision to transfer.
Basics are important to us and we need to be assured that clients will be supported and guided throughout the entire transfer process. This includes ensuring an advisor has suitable support in the form of a friendly and responsive administration teams.
Start the transfer processes by allowing us to introduce you to a suitably qualified pension transfer advisor – complete our form today