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Pension Transfers

George Square Financial Management - specialist pension transfer advice to help you take control of your pension pot

Pension Transfers

Since April 2015, pension holders have had more freedom over how they can access their pension funds, making final salary pension transfers an attractive option for many individuals.

After a thorough analysis of your existing defined benefit pension (final salary pension) we will either recommend you stay, or explore the options to transfer out if it is in your interest to do so.

There can be many reasons why you might need to transfer your pension. It could be that your workplace scheme is being wound up; you need to split your pension assets to manage a change in personal circumstances; you need to release some income or, you simply feel another pension scheme might suit you better.

George Square Financial Management can help you through the pension transfer process, helping you to understand the options available to you together with the costs and the risks, recommend suitable new schemes and manage the pension transfer on your behalf.

Our independent and impartial advice will help you ensure you have the right pension arrangements in place to suit your individual circumstances.

Transferring pension benefits is complex – for a free consultation with one of our pension transfer specialists, call George Square Financial Management on 0115 947 5545.