Final Salary Transfer Advice2018-12-03T15:27:54+00:00


WE CAN HELP WITH YOUR FINAL SALARY PENSION TRANSFER


Expert Advice and Analysis

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Full Benefit Comparison Report

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PENSION TRANSFERS DON’T HAVE TO BE COMPLEX

Evaluate your options with a personalised pension transfer report

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FCA PFS 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.

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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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.

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

  • As a business director, I knew I should have a pension but was unsure of how to go about this. Simon has been supporting me for a year now. He makes everything simple, straightforward and easy to understand. I would highly recommend Simon and 2020 Financial. Laura

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    Laura GreenLaura Green
  • 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!

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    Raglan TribeRaglan Tribe
  • Simon has helped me invest my money wisely seeing increased returned year on year. He is always there if I need any financial advice and I am happy to recommend him to my friends and family. Further, the platform 2020 uses is easy to use and very clear.

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    Alex Martins-CraigAlex Martins-Craig

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