Pension Transfers

Published / Last Updated on 01/09/2019

We are 'level 6', degree qualified Chartered Financial Planners and have Pension Transfer Specialist permissions from the Financial Conduct Authority as well as adhering to the 9 principles of the Pension Transfer Gold Standard for consumer education, information, fees and advice on pension transfers as set down by the Personal Financial Society (PFS), our professional body and a division of the Chartered Insurance Institute (CII).

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