Pension Transfers

Published / Last Updated on 23/04/2020

01/07/2020 - We have temporarily suspended accepting defined benefit transfer advice. This is not because we have lost permissions to offer this advice or because we do not have insurance cover. It is due to the fact that our professional indemnity insurance renewal is due on 31/08/2020 (2 months away) and we do not wish to take on any further clients in this sector if the insurance renewal premiums are simply too expensive for the coming year and we then end up cancelling your works and issuing you a refund. We will likely start accepting this type of work again in September. 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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