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Our advisers have specialist knowledge on transferring your workplace pension to a personal or stakeholder pension or to a buy-out contract. Please feel free to ask them about their qualifications in this field personally.

Our advisers will discuss your personal circumstances including your financial position with you and ascertain the level of risk you are comfortable with. They will also:

  • illustrate and compare the benefits and disadvantages of transferring out of your employer’s scheme and transferring into a new employer’s scheme or a personal/stakeholder pension
  • assess the level to which your employer’s scheme is funded as well as the risk that your benefits may be reduced and the effect on any transfer value offered.
  • check the difference between defined benefit and defined contribution arrangements
  • give you a summary of the advantages and disadvantages tailored to your circumstances

This website acts as an introducer to a carefully selected panel of qualified pension experts and FCA authorised Independent Financial Advisers. Each company is authorised and regulated by the Financial Conduct Authority (FCA). This website is not authorised to give advice and we are not liable for any financial advice provided by a third party. This information is subject to change without notice.

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