Xerox Pension Transfer Advice

Schedule a free discovery call with a Pension Transfer Specialist

Considering a defined benefit pension transfer?

Our Defined Benefit pension specialists can advise on your Xerox final salary pension. They will assess your Cash Equivalent Transfer Value (CETV), the benefits you may be giving up and identify whether a transfer to a Defined Contribution Pension would be in your best interests.

Get the specialist transfer advice you need

With high transfer values and the promise of tax-free cash at 55 it might be tempting but Pension transfers are not right for everyone. It's important you understand the risks and benefits before you transfer.

PENSION TRANSFER BENEFITS

Reasons you might transfer...

  • check-mark

    You want to retire early

  • check-mark

    You want flexible access to your pension

  • check-mark

    You can make better use of your money outside of a defined benefit pension arrangement

  • check-mark

    You want to manage your wealth and legacy in a more tax efficient way

PENSION TRANSFER RISKS

Reasons you should stay...

  • cross

    You are reliant on this pension to provide for you in retirement

  • cross

    You're uncomfortable with investment risk

  • cross

    
You could run out of money in retirement

  • cross

    You will lose valuable benefits by transferring

Speak to a Pension Transfer Specialist

No commitment, no hard sales, just a quick chat with one of our experts to see if we can help

Xerox pension transfer advice & analysis

You need the right advice because pension transfers are a risky area and wrong decisions are costly and irrevocable.
 Our detailed analysis will help you assess your options and decide if a Final Salary Pension Transfer is right for you. 
We have the expertise and technology to help you make a better financial decision.

Our transfer specialists can provide

  • Tailored reports and expert advice
  • Investment strategy stress testing 
  • A seamless transfer process 
  • Ongoing financial advice

We offer full financial & retirement planning to help you make the most of your Xerox final salary pension. 

Pension-Transfer-Gold-Standard-smaller

Defined Benefit Pension Transfers are complex but they needn't be confusing

Tailored pension transfer advice

Our Independent Xerox pension transfer advice is designed to help you meet your goals in the best way for you, whether that’s exploring your options within your scheme or moving your pension to a defined contribution arrangement.

pension transfer analysis

TRANSFER ANALYSIS

First we start with understanding you and where you want to be.

We’ll discuss your goals, talk about the risks and benefits of pension transfer and carry out a detailed fact-find and analysis to see if transferring is really in your best interests.

pension_ transfer report _recommendations

REPORT & RECOMMENDATIONS

You'll receive an in-depth report that assesses your suitability to transfer based on your goals, risk assessment and your personal and financial situation.

You'll receive suggestions for alternative courses of action & our expert recommendation.

Ongoing financial advice & transfer management

MANAGE & REVIEW

If appropriate and if you decide to go ahead with transferring your pension, we will seamlessly manage your transfer to your recommended arrangement, offer regular portfolio rebalancing and provide ongoing advice & support to ensure you stay on track.

Download our free expert guide to

Final Salary Pension Transfer

Is a transfer really right for you? Uncover everything you need to know before you decided transfer your pension.

Please enter your name.
Please enter a valid email address.
Something went wrong. Please check your entries and try again.

Client Testimonial

leo-ruscillo_2020 Financial client

"...I feel very confident that my financial affairs are being looked after."

Excellent advice given in a friendly and professional manner. I feel very confident that my financial affairs are being diligently and expertly looked after.

LEO RUSCILLO, DEFINED BENEFIT TRANSFER client

EXPERT ADVICE FOR DEFINED BENEFIT PENSIONS

Meet our Pension Transfer Specialist

We don't believe in generic robo-advice, middle-men or frustrating call centres. We believe you deserve expert tailored advice to help you make the right decision, so you'll always deal directly with Simon Garber, our qualified pension transfer specialist.

  • check-mark

    Pension Transfer Specialist since 2007

  • check-mark

    Expert in Defined Benefit Pension Transfer

  • check-mark

    FCA Regulated, Independent Advice

  • check-mark

    5* Rated Customer Service

  • check-mark

    Gold Standard for Pension Transfers

Frequently Asked Questions

Specialist pension transfer advice

We believe in quality, tailored financial advice, so you'll always speak directly to a qualified pension transfer specialist