Here’s How Our Pension Transfer Advice Process Works

Your decision as to whether to transfer your accumulated pension from one scheme to another is a really important one to get right. When the scheme you’re considering transferring away from is a ‘Defined Benefit’ (DB) scheme, often known as a final salary pension, it could be potentially life-changing. You need to know that the advice you’re getting is of the highest quality.

Our Chairman, Andy Jervis, spoke to Dave Jones, Head of Chesterton House Financial Planning, about our pension transfer process, what to expect, and the way we help educate and inform our clients to help them make a good decision.

You can choose to watch the video of our meeting or listen to the audio podcast. Just click on the appropriate image below.

Watch the video below