DEFINED PENSION BENEFITS

The financial sector has become more volatile in recent years than previously experienced. Interest rates are on the rise and with this comes significant implications for your existing pension. If you are beginning to see real change to defined pension benefits or fear that it might be on the horizon, our team of specialists are here to help.

Over the last 25 years, our advisors have seen both the good and the bad times in the financial industry and from this have an in-depth knowledge of how to manage it.

Free Initial Consultation
You are entitled to a free consultation meeting which consists of a review of all pension benefits including any defined/safeguarded benefits.

We are Fully Qualified Pension Transfer Specialist directly authorised by the FCA

We are directly authorised by our regulators, the FCA, as Pension Transfer Specialists under part 4A of the Financial Services Permission to carry out Regulated activity in Article 53e of the Regulated Activities Order (advising on conversion or transfer of pension benefits). To check our credentials please check on the FCA website under our FCA registration number 605148.

Transparent, competitive fees
We understand and believe that all clients should be made aware of all potential fees in relation to “Pension Transfer” advice as detailed on our Client Agreement.
We can advise on existing and previous employer’s schemes and provide a transfer value analysis system report “TVAS” comparing the ceding pension scheme benefits to the different alternatives available on the markets.