At True Potential Wealth Management, we have a team of qualified Pension Transfer Specialists who can assess your deferred final salary pension and circumstances to advise if transferring is best for you. Your pension may contain some guarantees or benefits that you will lose on transfer, so it’s important that we consider this for you.
Our personalised service includes an initial assessment to discover if advice can be provided.
You are required to take advice from a qualified Pension Transfer Specialist if you’re transferring over £30,000. True Potential Wealth Management is fully regulated by the Financial Conduct Authority.
By transferring to a personal pension, you could benefit from:
Potentially large transfer value in exchange for giving up some benefits
Freedom to access your money in a more flexible way, accessing it when you want
Ability to pass your pension on to your family*
*dependent on individual circumstances and age, may be subject to tax at recipients marginal rate
By remaining in your defined benefit scheme you could benefit from:
A valuable guaranteed income for life
Retaining death benefits for spouse and children
Inflation linked income to keep pace with the cost of living
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