TRANSFER SERVICE
Many people over the years accumulate pension policies and scheme benefits from employer sponsored schemes. We provide advice as to which are good value and meeting performance expectations. Should some or all of these not prove of real benefit, we will arrange for a transfer report and advice showing where we recommend you to move the funds. We will then take care of the transfer of funds, keeping you fully appraised of progress.
Often an amalgamation into the most competitive type of pension scheme or in some cases a Self Invested Personal Pension (SIPP) is the best advice. At all times we ensure that your attitude to risk dictates advice and recommendations.