Joslin Rhodes

21:18, Sun 5th September 2010

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0845 166 7970

Eligible plans

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:

  • Increase the value of your pension
  • Unlock your pension
  • Consolidate your plans
  • Save £thousands in pension charges
  • Access better performing funds
  • Release tax free cash from your plan
  • Receive an immediate income
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