Pension Transfer Gold Standard
The Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society, has established a voluntary code of good conduct for Safeguarded and Defined Benefit Pension Transfers advice - the ‘Gold Standard’.
Financial advice firms, such as ourselves, who adopt and promote this standard adhere to a set of principles. As a result, you can be confident that you are dealing with an ethical and professional advice firm that has your best interests at heart when receiving financial advice in relation to whether or not you should transfer your pension.
As we embed all nine principles of the Gold Standard in our firm, we are confident that clients will be better prepared for discussions about what to do with their safeguarded benefits and that this will lead to a stronger, more informed, trust-based relationship with us.
We are a proud firm that has met the criteria to achieve the Pension Transfer Gold Standard status.
