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The process
If you are daunted by the prospect of dealing with your pensions then don’t be. By taking advantage of our service you can ensure your pensions are reviewed quickly and easily.
There are only four steps to reviewing your pensions for possible transfer;
Step One – Provide us with your pension details by completing the two quick & easy forms or calling the helpdesk on 01642 525514.
The ‘Fact Find’ – To gather the information we require about your pension plans and personal circumstances in order for us to formulate our advice for the report.
The ‘Existing Provider Authority’ – For sending to your existing pension provider(s) who in turn will provide us with the full information we need about your existing plan. You will need one form for each pension provider. You may put multiple plan numbers on each form as long as they are with the same provider. (also note that the address should be the address that the pension is registered to. This might not be your current address if you haven’t kept the provider up to date with your movements!)
Step Two – We will request further information from your pension provider & prepare an easy to read analysis report
Step Three – We will send you the report for you to review with no obligation
Step Four - If you decide to transfer your plans then we complete the paperwork for you
You may notice that you only need to do step one and we do the rest for you!.
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
