Here's How Our Pension Transfer Advice Process Works

Updated: Aug 24, 2020

Your decision as to whether to transfer your accumulated pension from one scheme to another is a really important one to get right. When the scheme you're considering transferring away from is a 'Defined Benefit' (DB) scheme, often known as a final salary pension, it could be potentially life-changing. You need to know that the advice you're getting is of the highest quality.

Our Chairman, Andy Jervis, spoke to Dave Jones, Head of Chesterton House Financial Planning, about our pension transfer process, what to expect, and the way we help educate and inform our clients to help them make a good decision.

You can choose to watch the video of our meeting or listen to the audio podcast. Just click on the appropriate image below.

Watch the video below

Listen to the Podcast below

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Chesterton House Financial Planning Ltd: Authorised & Regulated by the Financial Conduct Authority, Reference No. 126368. Registered in England Company No 2118345 (ENGLAND)

 Chesterton House Accounting Services LLP: Partnership No. OC381114 (ENGLAND).

Woolley, Beardsleys & Bosworth LLP:Authorised & Regulated by the Solicitors Regulatory Authority. Reference No. 607014. Partnership No. OC379158 (ENGLAND).

The information on this website is for use of residents of the United Kingdom. If you are outside of the UK and require advice, please get in touch for more information.