How we work with you
Our Pension Transfer Specialists will guide you through a 3 step process and advise the most suitable course of action:
- Triage discussion - Covers the pros and cons of transferring a DB on an information only basis (no charge for this stage).
- Abridged advice - Factfind appointment in which we discuss your case more specifically and see whether it looks to be in your best interest to transfer.
- Full advice process
During these stages our aims are the following:
- Identify your goals
- Assess your Attitude to Risk & Capacity for Loss
- Agree and confirm your short, medium- and long-term objectives
- Conduct extensive independent research
- Walk through the solutions arrived at, with you
- Installation of these plans
- Review of these plans and objectives each year thereafter
“Do it once and get it right”