WE CAN HELP WITH YOUR FINAL SALARY PENSION TRANSFER


Expert Advice and Analysis

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Full Benefit Comparison Report

5* Service and Competitive Fees

PENSION TRANSFERS DON’T HAVE TO BE COMPLEX

Evaluate your options with a personalised pension transfer report

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FCA Regulated PFS Specialist Accreditations

It can be difficult to decide if you should transfer your pension.  But our specialist Pension Transfer team can provide in-depth analysis and expert advice tailored to you. We’re here to help every step of the way. So you can be confident you’ll make the right choice for your future.

Our Final Salary Pension Transfer Process

Our streamlined process is designed to give you the information you need to make an informed decision.

If your pension transfer value is worth more than £30,000 it is a regulatory requirement that you receive advice from a Qualified Pension Transfer Specialist before moving your pension.

Not all Final Salary pensions can be cashed in. If you’re in an unfunded public sector scheme such as Teachers, Firefighters, NHS workers, Police and the Armed Forces you are not able to transfer out.

Steps to working with 2020 Financial

If you are looking for an Independent Financial Adviser, the first step is to contact us for an initial consultation.

You’ll be able to talk directly to our senior Financial Adviser and Pension Transfer Specialist Simon Garber. Simon has over 15 years experience in the industry so he’ll be able to answer any questions you have and address any concerns.

If you decide to proceed we’ll set up a meeting, this can be over the phone or in person, either at your home or at our offices.

Book a free, no obligation, introductory call today

PASSIONATE ABOUT PENSIONS

  • Pension Transfer Specialists since 2007

  • Experts in Defined Benefit Pension Transfer

  • FCA Regulated, Independent Advice

  • 5* Rated Customer Service

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People who receive financial advice are on average £40,000 better off than their unadvised peers

Research by International Longevity Centre-UK (ILC-UK), 2017

9 in 10 people were satisfied with financial advice received, with the clear majority deciding to go with their adviser’s recommendation.

ILC-UK, 2017

WHAT OUR CUSTOMERS SAY

  • I've received financial advice from Simon for 10 years and would be happy to recommend him. He has communicates clearly, is reliable and trustworthy - a pleasure to work with!

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    Vicky MartinVicky Martin
  • Simon has helped me a lot with relevant financial advice for a number of years and I have recommended him to close friends and relatives. He explains everything in simple terms and is always there for support and guidance.

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    Ben FullerBen Fuller
  • Thank you for the comprehensive report assessing my pensions. Simon recommended that I leave my pensions in the current defined benefit scheme despite the fact that this will mean that there is no commission for 2020 Financial. Truly objective advice!

    Read More
    Raglan TribeRaglan Tribe

Pension Transfer Resources

Our specialists have compiled a handy resource library to help answer your most frequently asked questions

Considering a transfer? Arrange your free introductory call with a qualified Pension Transfer Specialist today. Call us now to schedule 02380 981161