Most people have had a pension at some time in their life, whether they were fortunate
enough to get one paid by their employer, paid into one themselves, or simply when
they contracted out of the State Second Pension (formally SERPS). Whatever type of
scheme you have, it it sometimes worth exploring the options regarding the potential
transferring of the pension to another.
There are several reasons why a transfer may be beneficial. It could be the charging
structure of the existing scheme, the investment funds where the money is invested,
the amount of control you have with the pension, or it may be that you have several
different plans in place which you want to consolidate for ease of management. Whatever
the reason, it is definitely worth your while contacting us for pension investment
advice to see if yours could be transferred.
‘deciding on a pension is one of the most important financial decisions you will
ever make regarding your future financial security’
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to contact you
If you are currently paying a pension, or want to start, we can give pension investment
advice on what would be the best pension to pay into, which is all dependent upon
each individuals’ circumstances.
If you are an employer, we can set up, administer, and help look after your group
scheme whether you have 2 or 2000 employees. Please call to discuss your requirements
regarding pension investment advice.
If you are coming up to the time when you want to claim your pension, you will normally
have an option to purchase your pension anywhere you wish. We have some excellent
annuity rates with several pension providers, so it is worth giving us a call for
pension investment advice to try to get a bigger pension.
Ashley Phillips Limited is an appointed representative of Intrinsic Mortgage Planning
Limited and Intrinsic Financial Planning Limited, who are authorised and regulated
by theFinancial Services Authority (FSA..Intrinsic Mortgage Planning Limited is
entered on theFSA Registerunderreference 440718 and Intrinsic Financial Planning
under reference 440703.
The guidance and/or advice contained within this website is subject to the UK regulatory
regime, and is therefore targeted at consumers based in the UK.