Pension Transfer Specialists At Wealthwise, we are Pension Transfer Specialists. This area is one in which we have the permissions, qualifications, and experience to facilitate occupational pension transfers. We often work in this field for clients of other financial advisers.
We take pride in our extensive and up to date knowledge of the rules and regulations, as well as being able to advise on the best situation for you. With interest rates being currently as low as they are, it could be well worth considering your options.
We can discuss how to get the most out of your pension, and give advice on transferring an occupational scheme to a personal pension, giving you more flexibility and control over your retirement income. We’ll also help you understand the complexities of Cash Equivalent Transfer Value (CETV) and weigh up options of guaranteed income levels or those with higher risk.
If you would like to find out more about the pros and cons of transferring out of an occupational pension scheme, please Contact Us to request the list of Pros and Cons we’ve prepared.