Pension Transfer

Contact us if you are:

• Disappointed with your existing pension’s performance.
• Fed up with paying high charges.
• Trying to tidy up several pension plans.
• Unsure about the best way to deal with your pension.

More than 95% of people who come to us for help get a better pension.

A pension transfer to a more suitable scheme can improve the returns you receive for your money. You have nothing to lose:

• It is free – find out quickly and without obligation.
• It is fast – you can take action today.
• Switching – has no upfront costs.

Our specialists will help you find out if a pension transfer would suit you. If it would not be worth making a pension transfer, or if there is a possibility you may incur hidden costs, we make sure you know about it. Call 0845 600 6080 or email info@rbaifa.co.uk if you have a question or would like some advice.

Finally, here are our two most frequently asked questions:

Why consider a pension transfer?

Quite simply, because you might be much better off at retirement.
In recent years, there have been some significant changes in pension charging structures. It could be that your existing scheme is still charging you too much for looking after your pension – and over the years, that could make a big difference when you finally come to retire.

What about occupational pension schemes?

Occupational pension schemes have complex rules and it is important to ensure that the pros and cons are considered carefully prior to making a decision. For this reason, our qualified advisers carry the required G60 or equivalent advanced financial planning qualification.