Pension Transfer

Pension Transfer

Over 95% of customers can get a Better Pension - find out what that could mean to you!

Are YOU:

  • Disappointed with the performance of your existing pension?
  • Fed up with paying high charges?
  • Trying to tidy up several different pension plans?
  • Unsure about the best way to deal with your pension?

Then Robert Bruce Associates can help you.

A Pension Transfer to a more suitable scheme could mean a better return for your money. You have nothing to lose.

  • It's Free - find out quickly and without obligation
  • It's Fast - you can take action today
  • Switching - has no up front costs

Our promise to you

We will help you find out quickly whether a Pension Transfer is suitable for you – and it won’t cost you a penny. We can move quickly with you to decide on the best option for you, and if you transfer pensions, there will be no up front costs to pay.

Helping you make sense of your Pension

Transferring a pension can be confusing, and is a highly specialised area.
Robert Bruce Associates are experts in the field of pension transfers, giving you access to qualified advisors who will make sure you make the right decision for YOU.

If it won’t be worth you making a Pension Transfer, or you may incur hidden costs or penalties if you do, we’ll make sure you know about it.

Occupational pension schemes have a complex set of rules governing what you can and can’t do, so it’s crucial to carefully consider the pros and cons before making any decision.

Why should I 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.

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.

Robert Bruce Associates is a specialist organisation, offering G60 qualified financial advisors on hand, to help you understand your pension transfer options - and without obligation. Our advice is impartial, unbiased and always tailored to your requirements.

Get the full story...

Robert Bruce Associates offer clear, unbiased Pension Transfer advice from experienced and qualified advisors. We’ll make sure you don't make any decision until you are aware of all the facts and implications, and only after establishing your personal wishes and criteria.

Why not call us today for a free, no obligation chat?

And get the most out of your retirement.

Call us today on 0845 838 7377

FREE!
No Obligation, Independent Pension Reviews


Complete the form below to recieve your FREE pension information NOW



Take a look at what some of our satisfied customers have said...

  • "I wish I had found Robert Bruce Associates earlier! The service I received was very professional and I was made to feel comfortable at every stage."
    G Smith
  • "The advice I received from Robert Bruce Associates was very welcome indeed. I found them to be very knowledgable, helpful and trustworthy. I'm now more confident my retirement years will be enjoyable rather than a misery."
    C Spratton
  • "Thank you for your help in transfering my pension. Your service was both reliable and helpful - I consider myself to be extremely lucky to have found them at the time I did."
    J Farrell
  • "I would not hesitate in recommending Robert Bruce Associates. They have handled my pensions and investments for many years - they are truly a breath of fresh air in an area that can sometimes seem complicated."
    D Church
  • "As a self-employed gentleman approaching pensionable age I sought advice regarding my personal pension holdings. It was very refreshing to find Robert Bruce Associates’ personal approach and helpful nature - a contrast to other companies I had previously dealt with." P De Beer

www.rbaifa.co.uk is a website operated by Robert Bruce Associates which is authorised and regulated by the Financial Services Authority (FSA).

 

 

 

 

 

Pension Transfer To Suit Your Pension Needs

In this society’s economic climate, it is difficult to save money and it is even more difficult to save for a pension. Yet, a pension is something vitally important to each one of us and we are all looking for new ways in which we can maximise our pensions. This does not usually prove easy, it is for this reason that many people today are partaking in a pension transfer as they find better deals and ways to save money and thus maximise their pension payout when they retire. A pension transfer simply involves transferring your already existing pension to a better pension provider. Many have made great use of this service, finding that it has benefitted them immeasurably in the long run and when they finally come to relying on their pension in later life.

Many people have made use of a pension transfer as they find that their current pension plans are no longer living up to what they would expect from a pension plan. A pension is something that you need to be able to count upon as it becomes your source of income and living in later life, and may well be the means by which you provide for your family also. Thus, the provider you are with needs to be someone that you can trust. Too many people are finding that their pensions have poor performance rates or come with unnecessary charges. Some people find that a pension transfer can help them if they have a number of pensions all in different places, perhaps personal pensions or many pensions from different employers. By using a pension transfer, it is possible to consolidate all of your existing pensions into one – which makes your pension a lot easier to keep track of!

By investigating your options when it comes to your pension transfer, and looking around for the best pension provider, you can be sure of an even greater payout to yourself and your family when you retire. Often, this can mean finding another provider to the one you are currently with and undergoing a pension transfer. Overall, using a pension transfer may save you money and give you a better standard of living in the future when it matters the most. You and your family will be well cared for if you take the time and energy now to investigate all of your pension options. There are services and businesses like RBA that offer to do this for you. They will investigate your own pension provider and others on the market, compare the two and then inform you of which provider is best for you and your needs to maximise your payout when you retire. So, if you are near retirement age and would like a pension you can trust and that will comfortably look after you after you retire, consider a pension transfer now. You may even be able to retire early when you discover a pension just right for you!