Call on 0115 947 5545 | | Client Login

Pension Transfers

George Square Financial Management - specialist pension transfer advice to help you take control of your pension pot

Pension Transfers

Since April 2015, pension holders have had more freedom over how they can access their pension funds, making final salary pension transfers an attractive option for many individuals.

There can be many reasons why you might need to transfer your pension. It could be that your workplace scheme is being wound up; you need to split your pension assets to manage a change in personal circumstances; you need to release some income or, you simply feel another pension scheme might suit you better.

Specialist advice

It is essential to take advice from a specifically-qualified pension transfer adviser – and required by law if your pension pot is more than £30,000 – before you embark on a pension transfer.

After a thorough analysis of your existing defined benefit pension (final salary pension) a specialist adviser will either recommend you stay, or explore the options to transfer out if it is in your interest to do so.

George Square Financial Management can help you through the transfer process so that you understand the options available to you together with the costs and the risks.

Transferring pension benefits is complex – for a free consultation with one of our pension transfer specialists, call George Square Financial Management on 0115 947 5545.