The pension transfer specialists
Pension transfers can be complex and if you have a pension with protected benefits you'll need advice from a qualified pension transfer specialist as it may not be in your best interests to move it.
We’re qualified pension transfer specialists who’ve been helping clients to transfer their pensions since 2007. Our expert team work directly with you to deliver tailored advice in a timely and streamlined process to ensure the best outcomes for our clients.
We think you'll love our tailored transfer service
Our holistic approach puts you, your goals, dreams and individual circumstances front and centre of any transfer advice we give. We provide bespoke, independent pension transfer advice and a range of financial planning and investment services. These include:
DEFINED BENEFIT PENSION TRANSFER
We are qualified pension transfer specialists who can offer specialist advice and analysis if you’re considering transferring your defined benefit pension. You’ll also find a range of free resources we’ve created to help you understand the risks and benefits involved.
It’s common to have multiple pension pots floating around - but chances are, you’d rather have all of your investments in one place. We can review your old pensions, your current fees, benefits and fund performance and if appropriate help you consolidate your pensions.
Come to us for independent advice focused on your unique circumstances, needs and goals for the future. You will also gain access to our exclusive hybrid investment model offering you unparalleled access to the best investment brains in the world.
We deliver the very best tailored, specialist advice on all types of pensions and retirement planning. We can advise you on everything from defining and reaching your financial goals, the intricate details of taking tax free cash and how to efficiently (and impactfully) plan your pension drawdown.
Specialist pension transfer advice & analysis
Pension transfers are risky, so getting the right advice is essential; bad decisions are costly and usually irrevocable.
Our detailed analysis will help you assess your options and decide if a Pension Transfer is right for you. We have the expertise and technology to help you make a better financial decision.
Our pension 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 pension.
We're fully authorised and regulated by the FCA with all the required permissions, qualifications and insurances to offer Defined Benefit Pension Transfer advice. We also comply with the Pension Transfer Gold Standards.
Tailored pension transfer advice
Our Independent 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.
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.
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.
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.
Combining your pensions
If you have a lot of small pension pots or multiple pensions then Pension Consolidation could make it easier for you to track your money, control where and how you invest your pension and could reduce the fees you are paying.
But transferring your pensions could mean you lose valuable benefits you might not even know you have, so you have to make sure you get the right advice before you transfer anything.
Our pension transfer specialists can make sure that you don't give up valuable benefits without considering the long-term impact of doing so.
Combining your pensions into one pot could:
- Make it easier to manage your finances and track your retirement goals
- Offer a greater choice of investment funds and access potentially higher returns
- Offer increased flexibility for accessing your pension
- Potentially lower your investment costs
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.
So, you’re ready for Pension Advice? Here’s how we can support you.
Get the right information
Explore our gallery of free guides - because informed is empowered.
Visit our retirement blog
Read our expert advice on how to get more from your pension.
Schedule a free call with us
Speak to an IFA. No fees. No obligations. Let’s just see if we can help.
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.
Pension Transfer Specialist since 2007
Expert in Defined Benefit Pension Transfer
FCA Regulated, Independent Advice
5* Rated Customer Service
Gold Standard for Pension Transfers
"...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
Frequently Asked Questions
Just a few of the reasons Pension Transfer Advice clients choose 2020 Financial.
NOT YOUR AVERAGE FINANCIAL ADVISOR
- 100% tailored 1-2-1 indpendent financial advice from a retirement planning and pension specialist
- 24-7 access to our intuitive, multi-layered investment platform
- An investment strategy that recognises your current life and future commitments, all geared towards helping you achieve financial freedom
- Support from the world’s most innovative investment minds
- A non-judgemental, collaborative Independent Financial Advisor who works purely within your best interests
- Totally transparent pricing and absolutely no hidden costs… ever
Pension transfer gold standard
The Pension Transfer Gold Standard is a voluntary code of good conduct for pension transfer specialists. Set up by the Pensions Advice Taskforce, it's designed to ensure the highest of standards of advice for consumers seeking pension transfer advice.
We are proud to offer the highest standard of ethics and quality with our pension transfer advice and if you'd like to find out more about the pension transfer gold standard here, where you can download a helpful consumer guide.
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