We can provide pension transfer analysis reports for the following types of schemes
• Personal Pension Plans
• Stakeholder Pension Plans
• Contracted Out SERPS or S2P Plans
• Group Personal Pension Plans
• Retirement Annuity Contracts
• Section 32 Buy out Bonds
Please note that the total fund value of all pensions must be in excess of £10,000 to take advantage of the commission option. Funds less than this can be dealt with on a fixed fee basis.
We cannot provide pension transfer analysis reports for
• Final Salary Occupational Schemes
• Money Purchase Occupational Schemes
• Foreign Pension Schemes
If you have an old or frozen pension plan then you should have it reviewed by the qualified experts.
You may be able to: