In a nutshell we’ll:

Help you to understand the pension benefits available to you by keeping your pension within your current scheme.

Help you to understand the options and benefits available to you by transferring out of your current scheme and into a personal pension.

Advise you as to whether or not taking a transfer would be right for you.

It’s a legal requirement to take independent advice if your transfer value is greater than £30,000.

If you transfer out of your pension scheme, you can’t change your mind and transfer back later and so taking financial advice - regardless of the value of your transfer - is a good idea. We won’t recommend a transfer if it isn’t right for you and your circumstances.

We’ve been providing advice on pension transfers since 2005 and have advised over 17,000 members of pension schemes.  We have experience of dealing with pension transfers that range in value from less than £1,000 to £2.9 million.

We’re part of Just Group plc – a FTSE listed financial services company and a specialist in the retirement market.  You can find out more by going to the About Us section of this site


Our process

Our advice and our recommendations are tailored to you and your circumstances.

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