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Independent Pension Transfer Advice

Independent Pension Transfer Advice

Retired couple in the gardenIndependent Pension Transfer Advice Speak to a pension specialist today Understand the options for accessing your Defined Benefit/Final Salary pension
Pension Advice Gold Standard

Get expert, independent advice to avoid risks, minimise tax and make the right choices for your money.

Joslin Rhodes are Independent Pension Advice and Retirement Planning Specialists 

In times of uncertainty, it’s important to know who you can trust. We hold the permission of the Financial Conduct Authority (FCA) to advise on Defined Benefit (Final Salary and Career Average) Pension Transfers. This is not a service that all Financial Advisers can offer.

Do you understand all of the benefits that your pension scheme provides?

It could be that you’re looking for more flexibility than your current scheme allows, or you’d prefer all your pensions in one place.

But do you know if that’s the right thing to do?

We’ll give clear, independent advice on your pension scheme to assess whether staying in or transferring best meets your needs.

We can establish the facts for each type of pension you hold. 

The normal minimum pension access age is currently 55. However some schemes have rules where you may be allowed to access the plan early.

We work with clients who have pensions with ICI, Superdrug, Johnson Matthey, Caterpillar UK, Husqvarna, Northern Powergrid and many more.

Don’t take our word for it…

Meet some of our clients who have received final salary pension transfer advice from our experts....

We’ve Got the Pension Transfer Gold Standard

Set up by the Pension Advice Taskforce, we’ve been awarded the Gold Standard, which helps you recognise good practice, ethical and professional standards when looking for advice/” title=”pension transfer”>pension transfer advice.

As Gold Standard holders, we’re committed to helping you clearly understand whether transferring your Defined Benefit (Final Salary) pension is right for you.

What’s even better, the Gold Standard is accredited by the Financial Conduct Authority (the UK financial advice regulator) and the Personal Finance Society (the body for the UK financial advisory profession).

For more on the Gold Standard, download the Pension Advice Taskforce guides:

Download the short guide       Download the long guide

It’s free to find out if we can help

Based in the North East, but here to help wherever you are in the UK, call today on 01642 42 45 73 or request a callback via the form.

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We’re Rated 4.9 out of 5 by our clients on VouchedFor,
the UK’s leading independent IFA review website.

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