Pension plan, pension transfer Staffordshire, transferring a personal pension plan in Stafford, Stoke on Trent, Cannock, Lichfield, Tamworth, Utoxeter, Alton and Biddulph

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 Staffordshire 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 interest.

The transfer process would ideally include a personal visit but if you prefer, or if we have no Staffordshire 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 Staffordshire 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 Staffordshire to find a suitable firm to handle your enquiry.

Once we have identified a pension advisor servicing Staffordshire, 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 arranged by qualified pension advisors, pension transfers organised by Staffordshire pension specialists. If you are thinking of transferring a personal pension plan we can put you in touch with independent financial advisors covering Stafford, Stoke on Trent, Cannock, Lichfield, Tamworth, Utoxeter, Alton and Biddulph.