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Online Review
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Deciding what to do with your old or frozen pension plans can be difficult. Before any decisions can be taken they should be assessed by a qualified independent pensions transfer adviser. The Pension Transfer Helpdesk from Joslin Rhodes provides you with a no cost option for obtaining a review of your existing pension plans and written guidance on the options available to you. |
To obtain your free review there are two options
Electronically – Save the 'Fact Find (Electronic)' document (from the related downloads box below) to your desktop and complete the information. Email it together with the 'Existing Provider Authority' to pensiontransferhelpdesk@joslinrhodes.co.uk.
The ‘Existing Provider Authority’ needs a wet signature so you will need to print, sign, scan and then email it. Alternatively you may fax it to 0845 1651102 or post it to the address below.
or you may;
Print & Post – Print the 'Fact Find (Paper)' and 'Existing Provider Authority', complete the information and send them to
Pension Transfer Helpdesk
Joslin Rhodes
Freepost RRZL-TRUB-GXRT
Gloster House
Falcon Court
Stockton
TS18 3TX
- Fact Find (Electronic).doc (270Kb)
- Fact Find (Paper).pdf (212Kb)
- Existing Provider Authority.doc (34Kb)
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
