Pension Transfer and Consolidation

Investment linked, money purchase, defined contribution (not defined benefit) pension transfers.

Worked at many places?  Have you got lots of pension pots? Need them reviewing and comparing?  Should I keep them? Should I consolidate them?  We will review existing schemes and advise you on your best course of action including completing pension transfer applications if the decision is to transfer or consolidate into an existing or brand new pension scheme.  We will accept some Safeguarded Rights but not:

Defined Benefit Transfer? No More DB except when sharing a Pension on Divorce

When you see this: = guidance notes/videos in the quotation form to help you complete your fee quotation.


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