As part of the True Potential Group, we work together with close to 20% of the UK financial adviser market.
We’ve advised on over £2.5bn of final salary pension transfers to date.
There are valuable guarantees with your final salary scheme that you will lose upon transfer so it’s important it is assessed properly.
Current legislation requires you to take advice from a qualified Pension Transfer Specialist if you’re transferring £30,000 or over.
At True Potential Wealth Management, our final salary pension transfer team is on hand to guide you through the process and provide professional advice.
We can help you understand your options and assess whether it is beneficial for you to transfer.
For many clients, remaining in their final salary scheme is likely to be in their best interests as they will receive a guaranteed income. This guarantee is lost on transfer so it’s important you receive regulated financial advice.