Pension Transfers Review and Consolidation

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.

DEFINED BENEFIT TRANSFERS:  We have suspended offering defined benefit pension transfer advice due to spiralling insurance costs that would make advice in this specialist area uneconomical for clients BUT we do have contacts that may be able to help if you contact us.

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

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