Transferring your defined benefit pension can provide more flexibility in how you access your pension savings
Our advisers will only recommend the most suitable solution for you.
Defined benefit pensions have a number of additional benefits – including guaranteeing the amount of income you will get when you retire. This means transferring out will not be in most people’s best interest but there are certain circumstances where it makes sense.
Pension transfers with a value of £30,000 or more are required by law to seek financial advice.
Have a commitment-free chat with one of our pension transfer specialists to help you understand the value of your existing benefits before paying a fee.
Expert advice will ensure you get the right outcome for your circumstances. You’ll be provided with a personal recommendation that puts your interests first.
Confidence in your retirement decisions knowing that we’re accredited with the Gold Standard from the Personal Finance Society.
Competitive fixed-fee pricing from £3,885 + VAT (see fees and charges below).
OUR ADVICE PROCESS
Our tried and tested process follows three simple steps
We’re experts in retirement advice and have been helping customers like you for over 20 years
Here are some reasons to get in touch…
Putting your needs first. We consider your long-term security in retirement, as well as short-term objectives to ensure you get the right outcome.
Confusion to confidence. Pensions are often large sums of money and you may well need to rely on this for your lifetime. Our experts will explain your options to you clearly and help you understand what’s right for you.
Offering peace of mind. Our advisers are fully qualified and strictly regulated by the Financial Conduct Authority. We’ll help you safely make the most of your money, and protect you from costly mistakes.
We offer pension and annuity products from the whole of market and investment products from the Liverpool Victoria group of companies and a limited number of other companies.
Trusted and impartial advice. We’re proud to be committed to the Gold Standard. This means we adhere to these good practice principles from the Personal Finance Society to deliver quality pension transfer advice.
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If you've got questions about your pensions, we're here to help.