The pensions landscape is continually changing, with amendments to legislation, coupled with ever changing tax rules. When it comes to pension transfers. The transfer of a Defined Benefit (DB) scheme could be the single biggest financial decision you ever make and it’s vital to make the right decision to support you and your family in retirement. We can help you understand the merits of your existing Final Salary Pension and making a Defined Benefit Pension Transfer.
This is a highly complex area of financial planning that is only offered by the most qualified and experienced financial advisers. Additionally, if the value of your DB Pension is over £30,000, it is a legal requirement for you to seek personal financial advice.