Make it easier for you to track your progress towards retirement.
Pension Transfer & Consolidation
If you do not know how many pensions you currently have or would like all of your pensions one place, our Pension Consolidation Service can help you.
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What are the benefits in consolidating a pension?
Consolidating your Pensions into one place could help you enjoy a more comfortable retirement and secure your financial future.
Throughout the course of our lives, we can expect to accumulate several different Pensions from a range of sources, including:
- Workplace Pensions from each job we have
- Recommendations from previous Financial Advisers
- Personal Pensions we’ve set up and since forgotten about
Having these multiple Pensions with different providers can make it difficult to stay on top of the administration, fees, and performance of each plan. One way to avoid these complications is to find and combine any Pensions you have. Even if your Pensions are relatively small or invested in specific funds, it’s worth speaking to someone to find out what the impact of consolidation might be for your retirement.
Certain Pension policies can provide valuable guarantees, such as guaranteed annuity rates, protected higher tax-free cash percentages and protected retirement ages. Some plans, often workplace schemes, also benefit from low charges that cannot be matched elsewhere. These guarantees and benefits could be lost if transferred and therefore Pension consolidation is not right for everyone.
Consolidation can be complicated but also it can be a very beneficial process. Therefore, it is important to speak to the right people and recommended to seek expert financial advice from a consolidation specialist.
Please remember that tax rules can change at any time.
Ready to do more with your money?
If you’d like to find out if our service is right for you and how we can help you do more with your money, please get in touch. There’s no obligation and our friendly team will talk you through your options. Alternatively, you can begin your investment journey yourself using the ‘start investing’ button below.
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