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Independent Pension Transfer Advice

Independent Pension Transfer Advice

Independent Financial Advice

Independent Pension Transfer Advice

We’ll help you clearly understand the options for accessing
your Defined Benefit (Final Salary or Career Average) pensions.

Call 01642 42 45 73 to talk with a Pension Transfer Specialist

Pension Advice Gold Standard

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

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 Teesside and Newcastle.

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.

Talk To The 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

Call our Newcastle office on 0191 249 4257 or fill in the form and we’ll call you back.

Retirement planning adviser

Real Stories

 Want to know more about the kind of people we help?
Here’s some of our clients – see what they have to say about
the service and results they got from working with us. 

Joslin Rhodes customer enjoying his retirementEvery Day's a Holiday Meet Willie and find out why he decided to seek financial advice. Read More Jumping into retirement with both feetJump into retirement with both feet How did PlanHappy help Jim & Jan do the things they’ve always wanted. Read More Kate discussing her Planhappy journeyKate's Journey to PlanHappy We chatted with Kate about her experiences with Joslin Rhodes, why she chose us over other financial advisers and what she has to say about controlling your own destiny. Read More Retired couple walking through a fieldIt Was All About The Numbers The Manyweathers came to us specifically looking for the best possible return on their investments. Security and trust were their top priorities. Read More It’s About Time The couple are now looking forward to the future without worrying about running out of money, happy that everything is being handled by experts. Read More