Final Salary Pensions FAQs

What do I need to do to transfer my final salary pension?

Initially, you will need to obtain your Cash Equivalent Transfer Value (CETV), a document you receive from your pension scheme’s trustee.

We will send you a letter of authority that you will need to sign and return to us. This allows us to contact your pension scheme trustee and to request any additional information we require to complete your assessment.

What is a Cash Equivalent Transfer Value (CETV)

How much will your advice cost?

What is involved in the transfer process?

How do I contact my scheme trustee?

Why should I transfer with True Potential Wealth Management?

What happens to my money if I transfer?

How do I view my account once I transfer?

Are there any apps or other technology for viewing my account?

Who can I speak with if I need to?

Is a final salary pension transfer right for me?

Read our professional guide to final salary pension transfers and get the inside track

If you'd like to receive our guide and other useful information, enter your email address below.

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Let's talk about your Final Salary Pension

Transferring your final salary pension is an important decision. Our team of experts is here to help you. Call now on 0800 988 7139 or fill in your details and we'll contact you.

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With investing your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Tax rules can change at any time. There may be guarantees or benefits included within your final salary pension that you will lose upon transfer. The information provided in this promotion is for information purposes only. It should not be considered legal advice in any form.
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Top Results

  1. If you invest in a Stocks & Shares ISA or General Investment Account, you can withdraw at any time.
  2. It takes around 7 working days to sell your investment and transfer the money to your bank account.
  3. If you invest in a pension you can only with draw funds from the age of X.

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