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Pension Transfer – Get the cash in your pension working better for you for a better retirement. Raise Capital.ash your pension

Do you know anyone, friends, family or associates, who have poor performing cash or pension investments? These can be investments that they are currently contributing to or pensions that were frozen when they left previous employment. It is now possible to look after the planet and be invested in one of the safest and fastest growing investments available while also releasing some capital from the pension transfer by setting up a trust fund & pension Transfer.  

Many people have cash in a pension and most can transfer the cash in the pensions that they have. We can help to transfer a pension fund even under the age of 55, as long as clients are not currently drawing from the pension. Finding a pension – We can help find your pension if you are looking into pension transfer. The Pension Tracing Service will try and help you trace a pension even if you’re not sure of the contact details. It has access to information on over 200,000 pension schemes. The Pension Tracing Service will use this database, free of charge, to search for your scheme. Remember if a close relative has died without taking the cash in their pension, you may be eligible for that pension fund cash too.

Clients must have a transferable fund of at least £20,000.This can be a combined value if they have several pensions. It is usually a surprise to clients, exactly how much they have in their pension pot, if the pension has been frozen for some years and they have not had any statements from the pension provider. We can obtain the pension transfer values on your client’s behalf. Pension statements are very confusing, they rarely show an up to date pension transfer value. We have had clients who had thought that they had £8000 in their pension and actually had over £60,000, Let us find out!

Once we have obtained the pension transfer values on a client’s behalf and added this sum to any cash amount they may have to invest, we are then able to outline the investment proposal to the individual. They may then decide to move their assets into our proposed scheme,

Example
You introduce yourself, friend, family member, or associate who has a frozen pension with a transfer value of £32,000. We would transfer the pension funds into a Self-Invested Personal Pension (SIPP), which would in turn purchase one of our range of investments. You can then help raise capital for you to enjoy now.

All of our investments are suitable for a SIPP. Not only can you transfer cash into a SIPP, but you can also transfer existing pensions, even if they are non-contributing (frozen). 

• Have a frozen or current UK pension?
• Under the age of 55?

Call us on 01924 378643 for friendly advice.

How it works
You or your client must have a pension fund of at least £25,000. This can be a combined value if you have several pensions. We will obtain the current transfer values on a clients behalf and collate all the information, to enable you to transfer transfer your pension. 

Peace of mind
Our pension transfer service is totally transparent and we can update you of the progress every step of the way. Clients can transfer their existing pension in as little as eight weeks, depending on the pension provider. Clients are under no obligation. To see if you qualify, please go to our pension transfer quick form.

You are free to ask any questions or take independent advice from anyone you wish in regard to this service. We are 100% transparent. You will even get your agent’s mobile contact details. The high court has ruled that pension loan arrangements which allow people to access their pension fund through pension loans before 55 are illegal. Some schemes claiming to allow clients to borrow 50% of the value of a pension. Clients should be warned about the risks of investing in pension reciprocation plans.  Give us a try! We are here to help, Call us or use our contact form.