Contact us

Be social:

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, and we also hold the Pension Transfer Gold Standard. That means we have met the criteria required by the Personal Finance Society and uphold a voluntary code of good practice for safeguarded and defined benefit pension transfer advice.

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.

We have been awarded the Pension Transfer Gold Standard

Financial advice firms who adopt and promote this standard adhere to a set of principles.

As a result, you can be confident that you are dealing with an ethical and professional advice firm. Experts who have your best interests at heart and aren’t trying to sell you anything.