Pension Advice Pages
Pensionfinder > Pension Transfer

 

Pension Transfer

We introduce experienced advisors who support their clients in maximising pension assets.

A pension transfer is about reviewing and improving your biggest retirement asset.
The simple act of transferring your pension funds from one provider to another can have a huge impact on your financial wellbeing in retirement.
A pension transfer can often breathe new life into what has become an out of date, underperforming and inappropriate asset.


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For - setting up a new pension, reviewing your pension, approaching retirement, looking into auto enrolment, and buying your annuity or entering income drawdown


Annuities: Immediate Vesting Personal Pension Plan (IVPPP) - Compulsory Purchase Annuity (CPA) - Purchased Life Annuity (PLA)


Free online quotes available to source the products and providers with the best rates and deals.

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

Pension Transfer

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New Pension Transfer Code of Practice Announced
Guides, Pension Transfer

 The pension transfer industry can be a minefield for individuals looking to shop around and find the best deal. We are a free pension finder service that aims to not only locate specialists that can help you find a suitable deal, we also look to keep you up to date with the latest rules and

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Pension Transfer, Advice, and Introduction
Pension Transfer

Below is information designed to help you understand the ins and outs of pension transfers including its basic workings and why you may be better off financially if you transfer your pension plan. It involves information on transferring from one UK registered transfer scheme to another. However, we will not be covering transfers relating to

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Transferring Your Money From A Defined Benefit Pension Scheme
Pension Transfer

This type of pension scheme normally ensures that you receive a fixed percentage pension which is calculated according to your pensionable service and last salary when you finished working for the company or decided to retire. There are other benefits:  Your dependents can receive benefits if you die before retirement.  Your pension may

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How To Transfer Contracted Out Rights
Pension Transfer

Contracted out rights are also known as protected rights and include Section 9 (2B) rights and guaranteed minimum pensions. The reason why your contracted out rights fund exists is because you contracted out of the State Earnings Related Pension Scheme, now known as the State Second Pension in the past. If your fund has contracted

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Income Drawdown Transfer
Income Drawdown, Pension Transfer

With an income drawdown plan, you are allowed to take an income in retirement until the time comes to buy a pension. To transfer from this defined contribution scheme, you must transfer your money to another income drawdown plan which will have the exact same review date and transfer limits as the old plan.

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How To Transfer From A Defined Contribution Pension Scheme
Pension Transfer

With this type of scheme, you are not entitled to specific benefits. Instead, you will receive benefits purchased by the fund which has been built up thanks to payments put into the pension scheme. Once again, this scheme does not let you know what benefits you are entitled to until you decide to take them.

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Pension Transfers: Section 32, FSAVC, Transfer Penalties, Advice
Pension Transfer

How To Transfer From Other Plans There are dozens of pension schemes where individuals may be better off transferring out of including: Section 32 Transfers Also known as buy-out plans, these individual transfer plans are purchased by transferring from any occupational scheme. You have certain rights when transferring out which may lead to some small

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Pension Transfer Terminology
Pension Transfer

The jargon used in the pension industry can be confusing. Rather than staring blankly at your financial advisor while he/she explains the nuances of pension transfers, read the explanations of each phrase below.  Defined Benefit Pension Scheme: Also called a final salary scheme, your pension is calculated according to the how long you worked

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Pension Transfer Guide
Guides, Pension Transfer

Sometimes an individual wants to transfer the pension pot he or she has built up in one pension or several pensions into another one. This is known as a pension transfer. There are many reasons why you may want to consider a pension transfer. For example, if your current pension scheme is being wound up

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