’Our DB or Final Salary’’ transfer process what is involved?
Step One:
Initial meeting or telephone discussion without obligation; and, without direct advice as to whether you should proceed or not.
Our objective is to supply as much independent information as you require and build a frame of reference for you to decide if you wish to discuss further?
Full information given about time frames and our process – including full details of charges and fees involved.
Step Two:
Information gathering and much discussion about your fears and goals; acquiring as much detail as reasonable in relation to your quantitative and qualitative objectives for your income and security in retirement.
Step Three:
A fully comprehensive and compliant Independent Transfer Analysis. Addressing all your options and answering in full all your questions at a formal sit-down confidential discussion.
Step Four:
Transfer of your funds and the implementation of your investment strategy and future income delivery framework. Payment of any tax-free lump sum requirements.
Step Five:
Manage your future pension processes and investments. Review the future performance of your pension; establish your longer term investment strategy and income requirements.
Please feel free to browse our website. You are also more than welcome to call any time between 9am and 6pm.