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Happy Elderly Couple.

Are you in control & on target to financial freedom?

PENSION TRANSFER ADVICE

You may have heard or read about UK pensions transfers and acronyms such QROPS, QNUPS, ROPS, SIPPS etc., and been dazed and confused by the jargon. If you have a UK pension scheme/plan from a previous employer, sorry more jargon, (Defined Benefits/Final Salary) or (Personal Pension/Money Purchase/ Section 32 Buy-out/Defined Contribution) and would like to review then please contact us.


We will give impartial advice on the advantages/disadvantages of keeping these arrangements in place or transferring them out.


Then we will conduct a full financial review, we will assess your circumstances and discuss such things as: age, salary, debt, property, investments, retirement location and income requirements.


Other considerations could be:


  • Martial Status

  • Health Issues

  • Inheritance/Family

  • Tax Implication

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Once you have all these facts you can then make an informed decision what is right for you!


Thinking of accessing your pension early: It is not suitable for everybody and may substantially reduce your retirement income. We can assist you in reviewing your individual circumstances, explaining the advantages and disadvantages. 

Pension Transfer Advice: Packages
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