Pension Transfer Assessment

You may be considering how best to act with regards to your UK pension fund(s) and wondering whether a transfer of your UK pension benefits to another scheme in the UK or abroad is in your best financial interests.

In this helpful, no-obligation service we will undertake the research on your scheme, obtain your scheme information on your behalf and come back to you to outline your options and the way forward.

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  • To qualify for this service you need to have more than 2 years service with a prior UK employer or more than £30,000 in the UK pension fund you would like us to consider on your behalf.