Pension Transfer Specialist
Final Salary / Defined Benefit Pensions
Many people have Final Salary/Defined Benefit pensions from previous or current employment. These provide valuable guaranteed benefits. It is also possible to transfer the benefits. If the transfer value is greater than £30,000 you are required by law to obtain advice from a Pension Transfer Specialist.
The transfer can look like a life changing amount of money.
How we help
We do not hold a licence to deal in this area. We refer you to a specialist who deals exclusively with this type of work. They fully analyse your pension, your personal circumstances and make a full recommendation.
You continue to be a client of Marshall Pension and Financial Planning if you wish. We would continue to do the ongoing monitoring of your pension.
From the outset, Bill’s approach was professional yet easy to understand. He explained the complicated background to our whole financial picture without blinding us with jargon or missing any relevant details. The end result was a clear and comprehensive plan for our future financial wellbeing.
We would recommend Bill Marshall as a knowledgeable and approachable consultant, who can provide a complete and friendly service at what, in our view, is a realistic cost.
