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Where your transfer value is greater than £30,000 you can’t transfer out of the scheme unless a financial adviser recommends that is the right thing for you. It’s important to understand that they aren’t there to process an order and could recommend that taking your pension from the scheme is best for you.
We have appointed Premier to work with you and we will pay their fees. There are a number of stages to the advice process and its important to get it right, as once you transfer, you cant move back again.
Contact Premier – Phone – 020 3372 2139
Email – [email protected]
All about you, your circumstances, your finances and what you want to do in retirement
A written report and call to discuss what the adviser thinks is best for you. This could be to transfer or stay in the scheme.
If the recommendation is to transfer your adviser will set up a new plan and make sure the money gets paid across.