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Read morePension Transfer Gold Standard Award
We 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.
IMAGINE YOUR PENSION & SAVINGS 100% UNDER CONTROL…
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A WORD FROM OUR CLIENTS...
“Upon leaving Rolls-Royce after 26 years, I wanted to transfer my pension into an investment fund but find anything investment related a ‘black art’. Helen reviewed my circumstances and risk profile to develop my portfolio. Every Oaklands’ team member I’ve seen is an established professional and I would recommend Helen and her team in a heartbeat.”
A WORD FROM OUR CLIENTS...
“Deciding to retire early I needed professional ongoing advice to navigate our financial future. Upon visiting Oaklands, the options were clearly explained and a risk analysis undertaken. Even during these strange times, regular reviews and conversations are taking place and I felt I made the right decision choosing Oaklands.”
A FRIEND FOR YOUR FINANCIAL JOURNEY...
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.
This phrase came from a client who said that’s exactly what we felt like to him, he said “you are like a friend or good neighbour who’s always got my best interests at heart.”
Whatever the reason you come to us we care. We really care. Like it’s our own money.
Tidying up bit and bobs of pensions and putting them neatly in a pot you have full control over.
Maybe transferring a final salary pension if your objectives are better met with your own pension.
Making sure you get all the tax efficiencies legally available to you to enhance your money.
Pointing the microscope on 3,000+ funds and finding the best ones to secure your retirement.
