Download: Everything You Need To Know About Pension Transfers

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In this eBook you will learn …

  • What is a pension transfer?

  • When would a pension transfer be a good option to consider?

  • Are there any circumstances under which I may not transfer my pension?

  • Transferring out of a final salary scheme

  • How are Defined Benefit Pensions Calculated?

  • What is a CETV? How will a transfer value be calculated?

  • How long does a pension transfer take?

  • What does a pension transfer cost?

  • The Lifetime allowance and pension transfers

  • Are there any tax advantages to a SIPP?

  • Transferring to a QROPS

Plus additional pointers when considering a pension transfer.

Download our 24 page eBook today and discover everything you need to know about pension transfers

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Testimonials

I feel I have received the best advise I could have had and feel that my pension is now much better off than it was before I started to work with Jessica.

From the start she gave open, honest and good advice. She answered all my questions clearly and helped me understand my options

Jessica was great, she provide guidance and advice in a way that was easy to understand. She is always available to answer my questions, offer advice and help solve any issues.

Jessica provided excellent impartial sound financial advice that we have been following to great effect for the past 5-years.

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Jessica Cook
Private Client Adviser, Pensions Specialist, LLB (Hons) DipFA ASCI

About the Author

I’m Jessica Cook Wealth Adviser to International professionals and families across the globe. Featuring in the 2022 Times Newspaper Guide to the UK’s Top Rated Financial Advisers. My background is law, and a former career with the Financial Times. I am also a regular financial columnist for multiple publications.

I am a Pensions Specialist and for the last 10 years have successfully helped numerous clients around the World, to transfer their pensions (where suitable).

Any information provided is for information purposes only and does not constitute actual advice. It is intended to provide general information only and does not attempt to give you advice that relates to your specific circumstances or requirements

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