Information -
PDF Download

It is very likely that you will have several pension plans as you approach retirement. And it is usually financially beneficial to combine them into one scheme. You will need to gather transfer values for all your current schemes and transfer them into a new or current scheme.

From April 2015 is it a requirement to receive independent financial advice if you are looking to transfer from a defined benefit scheme to a defined contribution scheme.

To find out more about combining your pension please contact us.