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Pension Transfers  E-mail

What may have been the best pension around when you took it out, could now have high charges and poor performance!

What can we do to help you get the best pension?

 

We are a firm of independent financial advisers who offer specialist advice on pension contracts. We will get information from your existing pension provider, then discuss what it offers and any limitations. If it is the best advice to move the pension, then we will tell you. What is more, we offer this service on either a commission or hourly fee basis - the choice is yours.

The pension review process:-

  • Discuss your pension requirements
  • Acquire up to date information from your pension provider
  • Analyse whether the pension should be moved
  • Complete the paperwork
  • Send a written report explaining the recommendations on your pension

So, if you have an old employer's pension, or a pension with an insurance company then contact our pensions team now to discuss whether the contract should remain where it is.

Lost touch with an old pension?

If you have a pension that you have lost touch with or are unsure of its value we able able to assist with this, alternatively, please follow the link below for The Pension Tracing Service. This will enable you to ask for a pension trace for yourself or someone you know.  You can even track down someone elses old pension if you think you may be a beneficiary.  All you need is the name of the pension scheme, or the employer the scheme is with.

www.thepensionservice.gov.uk/tracing  or ring 0845 6002537 for The Pension Service.

or You may apply for a State Pension forecast from the Department of Work and Pensions online here

If you would like to talk to us more about this or would like us to assist you with tracing your pension, or any other matter regarding any aspect of planning for your retirement, please contact our pensions team here.

 
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