Is the transfer value of a pension the same as the cash value?
I am thinking here the answer to this should be yes. In some situations, you can be quoted a transfer value and a cur…
Read moreWe are proud to announce this month we have been awarded the Pension Transfer Gold Standard by the Personal Finance Society*.
In dealing with a firm adopting the Pension Transfer Gold Standard, you can expect we will exceed the usual Financial Conduct Authority (FCA) criteria for financial advisors.
Specifically, we will:
- Help you understand the implications of a transfer, so you can decide whether taking advice is appropriate, before you take it and incur any costs in doing so.
- Ensure the advice supports your overall wellbeing in the context of your stated objectives, needs and wants.
- Use appropriately qualified technical skills to advise on whether to transfer, and what to transfer into in order that you have the best chance of meeting your objectives.
- Only recommend mainstream investments from regulated investment companies.
- Be fully transparent and take all necessary steps to ensure you understand all the costs involved.
- Draw your attention to any Conflicts of Interest in giving pension transfer advice and how these are managed in your best interests.
- Share with you our experience and the outcomes of advising people on transfers.
We have two Pension Transfer Specialists – Helen Blackburn and Nick Hampton, who would be pleased to have an initial chat with you if you are considering transferring your pension.
Call us now on 0121-355-4455 or email us at appointments@oaklandswealth.com to reserve your appointment.
*The Personal Finance Society is the professional body for the financial advisory profession in the UK, whose role is to promote ethical behaviour, high standards of professionalism for technical knowledge and client service for the ultimate benefit of the profession and consumer alike.
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“After great dissatisfaction with the service of major high street banking group I approached Oaklands to manage my pension and investment portfolio. They have provided sound advice on pre- retirement planning and achieved a good return on our capital as well now in retirement. The service offered by Helen and the team at Oaklands is second to none.”
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THIS IS NOT A DIY SERVICE – WE TAKE FULL RESPONSIBILITY FOR SETTING UP YOUR PENSIONS AND SAVINGS. FOR LIFE.
No half measures. We don’t set it up then leave you all at sea. We manage your investments ongoing and hold ourselves accountable for steering you through your financial journey.
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