Pension Transfer Advice

Audley provide clients an extensive independent review and advise 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, its 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.

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

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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