Final salary pension advice

We provide advice to people who are looking to explore or understand their options relating to a transfer value or pension increase exchange in relation to their existing final salary scheme.

More often than not we’re appointed by a pension scheme to provide independent and impartial advice to their members. In the case of a pension transfer it’s a legal requirement to take independent advice if the transfer value is greater than £30,000.

For some people giving up some or all of their final salary benefits is the right thing to do, but for others it may not be. Either way it’s an irreversible decision so it’s important to make sure that it’s the right one.

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Defined contribution pension advice

Perhaps you have one or more pension(s) that you'd like to review and want to understand more about your retirement options.

Deciding what the best option is with your pension(s) is a complex issue and will depend on your circumstances.  There are a number of things to consider including which pension arrangement to choose, whether there are any additional costs involved, whether there are any benefits you might lose, any charges to transfer, the investment risks involved etc.

You might benefit from financial advice, and this is where we can help.

Our focus is on ensuring the right outcome for you and your specific circumstances

We cater for all levels of pensions and financial knowledge. We make the complicated simple

We’re happy to provide advice on any size of pension pot.

We’re specialists in this area and have been providing advice on pension transfers since 2005


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0800 995 6014, Monday to Friday between 9am and 5pm


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