Pensions

01964 501305

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.

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.

Please fill in our FREE NO-OBLIGATION form to allow one of our financial advisers to contact you

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.

Call us now on (01964) 501305 to speak to one of our advisers to arrange a no-obligation appointment, or just fill out the form above.