Pension Transfer Services

Pension Transfer Services

We are fully qualified as specialist pension consultants and hold the regulatory permissions to advise on pension transfers. We provide specialist pension consultancy service to non-specialist and offshore financial advisers.

We assume full responsibility for the advice. To assure compliance with all regulatory requirements, we will liaise with your clients to understand all details of their current pension schemes and transfer needs, provide them with recommendations and execute the transfer.

We will also keep you informed of the progress and any other developments at all times. If there are other financial planning needs arising during out work with your clients, we will always refer these back to you.

DB Transfer Service

DC to DC Reporting

QROPS Suitability Report

End to End Processing

Investment Reports