Pension plan, pension transfer Derby, retirement planning advice and pension transfers arranged by independent financial advisors covering Derby Derbyshire

Personal Pension Transfers

Do you have either a dormant or active pension, which is underperforming?

Has the pension providing company closed to new business or been taken over?

We can put you in touch with qualified pension advisors covering Derby who can undertake a thorough evaluation of your plan free of charge (after receiving your authority) and without obligation, to ascertain whether a transfer of the fund to a new pension provider would be in your interests.

The transfer process would ideally include a personal visit but if you prefer, or if we have no Derby based consultant available, then it can be conducted through the post instead.

The Financial Services Authority has recently stated that people ought to receive advice before transferring their pension fund – particularly from a final salary or defined benefit arrangement.

Our panel of pension advisors serving Derby have many years experience and take pride in giving ongoing advice with regular appraisals.

There are two stages to submitting your pension enquiry.

To begin with, we ask you to supply us with some basic contact details using the form below.

Based on the information you provide, our systems will then search through our list of professional financial advisers covering Derby to find a suitable firm to handle your enquiry.

Once we have identified a pension advisor servicing Derby, we will direct you to that firm’s own internet enquiry form where you will be asked to supply some financial details that will be used to help them assess your requirements.

Please note that all information you provide is treated in strictest confidence, and that by submitting your details you are giving your consent for a pensions adviser to contact you.

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Pension plans and pension transfers organised by Derby based pension advisors, retirement planning advice and pension transfers arranged by qualified independent financial advisors covering Derby Derbyshire.