At True Potential Wealth Management, we have a team of qualified Pension Transfer Specialists who can assess your 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
Our calculator will give you an estimate of a transfer value you may be offered in exchange for transferring out of your final salary scheme.
This calculator will provide you with a value range. The calculation is an illustration only.
How much annual income will you receive from the final salary pension you would like to transfer?
At what age do you expect to retire?
Your Final Salary Pension Transfer Value range could be:
£378,000 - £630,000
We can help you obtain a more precise transfer value that is personal to you, click below to receive further transfer information.
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Please note the figures generated by the final salary calculator above are an estimate and should not be considered a guarantee of what amount your pension scheme will generate. For example if you retire earlier than your scheme's retirement age you may receive a substantially lower figure than what is displayed.
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