Pension transfer specialists

If you are considering transferring out of a defined benefit pension (also known as a final salary pension), the law requires that you take advice from a suitably qualified pensions adviser. This is to ensure you are informed on all your options and understand how relinquishing your safeguarded benefits will affect you in your particular circumstances.

We are specialists in both defined benefit and defined contribution pensions. We have all the necessary FCA permissions, insurance, qualifications and experience to be able to advise on both schemes.

As a client, you can feel confident that our processes and our culture ensure we hold your best interests at the heart of all our advice.

This is a complex area of financial planning that not many firms are able to advise on. We are proud to be qualified, regulated and experienced enough to be able to do so.