Helping to simplify pension transfers for our customers since 2007.
Deciding whether to transfer your pension can be confusing. We’ll help to simplify the process by helping you to understand all your options. Our Pension Transfer Specialists will explore the suitability of a pension transfer based on your individual circumstances that include:
- Your goals and reasons for seeking a transfer
- Current and future expenditure
- What other assets/income you may have
- Risk Profile and tolerance
Following our initial consultation you’ll receive a summary report advising you of your options, should you wish to proceed, any costs will be fully explained to you prior to us proceeding.
How we can Help with Pension Transfer & Analysis
Pension Transfers are our speciality. Our friendly, expert team has been helping people to transfer their pensions since 2007. Our process is designed to make sure you get the information you need to make an informed decision and get the best outcome for you. If we think a pension transfer is not in your best interests, we’ll let you know.
Not all pensions can be transferred. Final Salary Pensions require in-depth analysis before you consider a transfer. 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.
WHAT OUR CUSTOMERS SAY
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Join the hundreds of happy 2020 Financial customers looking forward to their dream retirement.
PASSIONATE ABOUT PENSIONS
Pension Transfer Specialists since 2007
Experts in Defined Benefit Pension Transfer
FCA Regulated, Independent Advice
5* Rated Customer Service