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Pension Transfer Advice

Audley provides clients with an extensive independent review and advises on deferred company and private pensions.

 

Final Salary Defined Benefit. Occupational Money Purchase. Personal Pensions. Section 32’s and Deferred Annuities.

Pension Transfer Advice

Independent advice on what you can do with your pension. You’ve carefully considered and structured your retirement plans, however, things change. Your pension is a large pot of money, it’s yours, you’ve worked hard for it – so why not allow us to help review your options to ensure the correct outcome for your circumstances is achieved.

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Pension Transfers.

An exercise in retirement planning.

Retirement planning is an exercise in thinking about the future, your objectives and all the different elements of a strategy to achieve them. Nevertheless, there are some fantastic tax advantages to pensions that ensure they remain a key component in most retirement plans, in conjunction with several other elements.

You may already have one or more pensions, be wondering how to get started, or wondering how best to use your accumulated funds. We can help with all of this and more.

Starting work is often the trigger to begin contributing to your pension but every time you change job you may be faced with a decision – leave the pension where it is, or move it to the new employer scheme. If it is a final salary scheme and you are moving to a money purchase scheme you could be giving up benefits in return for a cash value to be invested in the new scheme but what is a fair value for those benefits? Even if they are both money purchase schemes you need to consider the different levels of charges, features and investment options in each. This is a complicated area, which is why people often do nothing, collecting a range of different company pensions over the years, many of which they have lost track of or never monitor.

For self-employed clients, it is even more important to regularly review pension arrangements. There is no occupational pension scheme to fall back on and it is easy to get so involved in your business that you do not really take the time to manage your own finances effectively. There may well be serious financial planning and tax-saving opportunities that you are missing out on. Let us take a look at your existing arrangements to spot the opportunities and bring everything into line with your financial objectives.

We cover all aspects of retirement planning so whether you need to make a financial plan, review existing pension arrangements, set up a personal pension scheme, or assess pension requirements for your employees, we can offer comprehensive advice. All of our Advisers hold the relevant qualifications to advise on any type of pension transfer.

Final salary pension transfer guide

Download your FREE guide to Pension Transfers!

Our free guide provides a wealth of knowledge to help you evaluate the right choice for your Pension Transfer.
Pension Transfer Guide
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DOWNLOAD YOUR FREE GUIDE TO FINAL SALARY PENSIONS!

 

  • Reasons why transferring might NOT be right for you.
  • Common reasons for transferring.
  • The pension review process.
  • Previous client’s stories.

Financial Focus.

Video guides to pension transfers.

How Final Salary Pensions Work

Our Pension Transfer Process

Flexi-access Drawdown

Sustainability

Why people transfer their pension

Focusing on what matters

Testimonials

What were the circumstances that caused you to look for an adviser?

Pension transfer

How did Alun Webster help you?

Relevant information and expert advice.

What is your current situation? Have you seen the outcome you were hoping for?

It has only been a few months but all is on tract.

What could they have done better?

No, can't praise high enough. Time was made to speak for whatever reason. Always kept in touch by phone and email. Highly recommended.

Lancashire November, 2018

What were the circumstances that caused you to look for an adviser?

I needed to decide the best pension plan to suit my circumstances.

How did Alun Webster help you?

Alun pointed reviewed my situation and gave me options which we then discussed to decide on the best course of action.

What is your current situation? Have you seen the outcome you were hoping for?

All is going to plan.

What could they have done better?

All documentation was very clear and useful. Alun went over everything clearly to ensure that it was understood.

Shropshire December, 2018

What were the circumstances that caused you to look for an adviser?

I am over 55 and was looking for the best way to take tax free lump sum and Adrian was the best and easiest person to understand

How did Adrian Douglas help you?

Have the best info as well as doing it in a way I could understand

What is your current situation? Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

In my mind Not a thing

Ayrshire November, 2018

What were the circumstances that caused you to look for an adviser?

I had a frozen pension and wanted to make it work better for me

How did Adrian Douglas help you?

Adrian went through all the options available to me & allowed me to transfer my pension which will allow me to retire early

What is your current situation? Have you seen the outcome you were hoping for?

Its been a year and I am extremely happy with the outcome so far

What could they have done better?

None he’s been great

Durham November, 2018

What were the circumstances that caused you to look for an adviser?

Got to an age where I needed to understand what I had in my nest egg for retirement down the line

How did Adrian Douglas help you?

Explain how my pensions worked and what my various options were. Very happy with all the advice and not rushed in any way

What is your current situation? Have you seen the outcome you were hoping for?

Only been running 1 year but no complaints

What could they have done better?

Doug has done a great job; very happy with the relationship and trust the advice.

Bedfordshire November, 2018

What were the circumstances that caused you to look for an adviser?

I was looking to learn more about EIS investing, and to possibly make an investment.

How did Adrian Douglas help you?

Adrian did an excellent job of explaining the advantages and risks of EIS investments, and then assistant me with making a number of investments. Throughout, he was responsive and easy to work with.

What is your current situation? Have you seen the outcome you were hoping for?

Yes.

London November, 2018

What were the circumstances that caused you to look for an adviser?

To switch my IFA for pension and SIPP services

How did Adrian Douglas help you?

He explained all possible avenues available to me and helped with my transfer

What is your current situation? Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Non applicable very satisfied with the service I received

Kent November, 2018

What were the circumstances that caused you to look for an adviser?

We needed an IFA to assist us in the transferring of my final salary BA pension into a SASS.

How did Adrian Douglas help you?

Adrian was very good at explaining the pros and cons to me of transferring my pension and liaised with BA throughout the process to ensure a smooth transfer.

What is your current situation? Have you seen the outcome you were hoping for?

Yes all sorted and money sitting in the pot ready to invest.

Berkshire December, 2018

What were the circumstances that caused you to look for an adviser?

Advise on retirement

How did Adrian Douglas help you?

Talked us through our options on best deal for our retirement money excellent service

What is your current situation? Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Could not have been any better no worries at all

Durham December, 2018

What were the circumstances that caused you to look for an adviser?

To review my options with my final salary pension scheme

How did Adrian Douglas help you?

By providing comparisons with staying in the scheme or transferring out to a personal pension plan

What is your current situation? Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Middlesex December, 2018
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Need to speak to an adviser?

Call us on 0203 440 4165.

Other Services

We offer a number of services to our Clients. Our most popular services include:

Pension Transfer Advice
Protection
Investments
Employee Benefits
Retirement Planning

Client Stories

We have collected some of our Client’s stories and experiences to show how we have helped them achieve their goals.

Ready to speak to an Audley adviser?

Send us your contact number and we will call you straight back.


Download your FREE guide to Pension Transfers!

Our free guide provides a wealth of knowledge to help you evaluate the right choice for your Pension Transfer.
Pension Transfer Guide
DOWNLOAD NOW
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Download your FREE guide to Pension Transfers!

Our free guide provides you with a wealth of knowledge to make the right decision for your Pension Transfer.
 
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