Pension Transfer

The value of your Private Pension may not have been something you have previously been concerned about. You now have the opportunity to check your existing pension arrangements to see if they could be better invested to produce a higher income upon retirement.

Simply put – by moving your pension from your current pension provider to a different provider could see you substantially increase your pension fund upon retirement.

So how much will it cost to transfer my pension?

It doesn’t cost you a penny. It is free.

What if my Pension is the best one for me?

Then you will be given the recommendation to stay with your existing Pension. Again – you will not be charged a penny. This process is free.

Is this REALLY free?

Yes. Some doubt how this can be a free service. You will always be offered the best recommendations. If it is recommended that you do switch pensions then we will be paid a commission by your new pension provider. At no point will you have to pay any charges or fees.

How does it work?

Firstly, you need to complete the short form to the right. Then you will receive a call to discuss the next stage. If it is recommended that you will be financially better off to switch pension providers you will need to provide some extra details and also your authority to gain the facts on your existing private pension. Everything will be done for you – and remember it is free. If it is recommended that your existing pension provider is currently performing well for you then you will not be recommended to change. The whole process is designed to discover if you could potentially have a higher pension fund on retirement by either staying with your current provider – or switching.