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Clarification in this complex area is where we add value, based on our experience and specialist knowledge.
Pension Transfer
Over their career individuals tend to accumulate various pension arrangements, in different places with different rules applying, some may be good others could be better. Our Pension Transfer service will investigate these arrangements, identify the good and bad and where applicable advise on the merits of consolidating your pension arrangements to achieve better and/or more appropriate benefits, investment solutions and charges
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This is one of the most complex areas of pension planning and as it requires staff that are specially trained and qualified is not widely available.
The service has three stages:
- Collation and analysis of all relevant data on your pension arrangements.
- Determination of the suitability of transferring your pension and identification of the most appropriate pension vehicle.
- Establishment and on-going review of an investment strategy for your transferred pension.
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