Help me with a Pension Transfer2019-01-21T18:07:26+00:00

PENSION TRANSFERS DON’T HAVE TO BE COMPLEX

Receive straight forward, tailored advice from the Pension Transfer experts

Talk to a transfer specialist

FREE Initial Call & Meeting

5* Service and Competitive Fees

No hidden charges

FCA PFS accreditations

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.

Request a pension transfer appraisal

FREE PENSION APPRAISAL

If you’re considering a Pension Transfer, we offer a free Pension Appraisal service. Our friendly team can answer any questions you have and advise on whether it may be in your interests to transfer your pension. Arrange a free call back today.

Arrange a free call back

PENSION CONSOLIDATION

If you have multiple pension pots, it may be possible to move them into one pot, so you’re only paying one set of charges and fees. 

Having your pensions in one place could save you money and give you control over where your money is invested, plus, you can keep track of your money more easily because your money is in one place. Pension transfer is a straightforward process and our experienced pension specialists will be able to contact your previous pension companies to organise the transfer on your behalf.

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FINAL SALARY TRANSFER

Deciding whether to leave a Final Salary Pension Scheme? Our Definitive Guide to Final Salary Pension Transfer will tell you everything you need to know about transferring your Final Salary Pension. Discover the risks and benefits of moving your pension and make an informed decision about whether it’s the right move for you.

Read the Guide

TRANSFERRING OLD WORKPLACE PENSIONS

Many of us have built up multiple workplace pension pots with different employers over the years. This can make it difficult to keep track of old pensions and make it hard to know if you’re on track for the type of retirement you want.  Consolidating could be the answer you’re looking for…

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WHAT OUR CUSTOMERS SAY

  • My association with Simon Garber has spanned some 20 years during which time he has demonstrated his ability and professionalism as a top Class IFA servicing our Family Financial requirements
    He communicates clearly, is trustworthy, reliable and a pleasure to work with. The Team at 20-20 are talented, knowledgeable and supportive in all manners of the Financial Planning Service(s) they are committed to provide to me and my Family as their Clients.
    He is highly regarded in his Industry. Without question, I have no hesitation in giving him my Highest recommendation

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

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    Leo RuscilloLeo Ruscillo

LET’S GET STARTED

TALK TO A FINANCIAL ADVISER

Take the first step to taking control of your money and get in touch today for pension advice in Southampton & Hampshire.

It should only take a few seconds to send us your details and arrange your free consultation. 

Join the hundreds of happy 2020 Financial customers looking forward to their dream retirement.

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PASSIONATE ABOUT PENSIONS

  • Pension Transfer Specialists since 2007

  • Experts in Defined Benefit Pension Transfer

  • FCA Regulated, Independent Advice

  • 5* Rated Customer Service

BOOK A FREE CONSULTATION