Why Consider a Transfer?
In April 2015 sweeping changes to pension rules meant that those with private pensions now have much more freedom and choice in how they access their pensions. Unfortunately, not all of these changes apply to those in Final Salary Schemes. Whilst a pension transfer is not right for everyone, these changes along with other factors have made the idea of transferring out of a Final Salary Pension Scheme much more attractive:
HIGH TRANSFER VALUES
TAX-FREE LUMP SUM
LEAVING A LEGACY
Free UBS Final Salary Pension Appraisal
Pension transfers needn’t be complex. 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.
We can advise on future investment strategy and suggest a suitable scheme to transfer to. Plus our experts can help you plan for a flexible retirement, to help you make the most of your UBS final salary pension. Arrange a free call back now to speak to a friendly adviser.
Tailored Financial Advice
Financial advice should never be one-size-fits-all, that’s why we take the time to get to know you and your aspirations for the future. Our Independent UBS 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.
It all starts with a free introductory call where we’ll discuss your goals, talk about the risks and benefits of transferring and talk you through the process. Next, we’ll carry out detailed fact-finding and analysis of your personal situation. After that you’ll receive a detailed report outlining your options, the costs and our recommendations.
Once you have all of the information you can decide what is best for you. If a transfer is suitable and you decide to proceed our dedicated team will undertake the steps to transfer your pension and implement your new investment strategy. From there you’ll have access to monitor your investments 24/7, whilst we manage them. You’ll also have regular check-ins with your account manager.
MANAGE & REVIEW
What’s my Transfer Value?
A Cash Equivalent Transfer Value (CETV) is the amount your pension scheme will give you if you decide to transfer your pension. It is supposed to represent the value of the benefits you are giving up. If you don’t have yours yet you can use our simple calculator to get an estimate.
WHAT OUR CUSTOMERS SAY
PASSIONATE ABOUT PENSIONS
Pension Transfer Specialists since 2007
Experts in Defined Benefit Pension Transfer
FCA Regulated, Independent Advice
5* Rated Customer Service