Perfect Storm for Preserved Pensions
Reviewing Now Could be a Great Move

Perfect Storm for Preserved Pensions

THE TIME TO ACT IS NOW - WHY?

  • With interest and gilt yields at an all time low, cash equivalent transfer values are at an all time high. Some transfer values have increased by 30% since the beginning of the year as a result.
  • From the 1st of October, the FCA (Financial Conduct Authority) are introducing "Contingency Charging" for pension transfer advice, meaning in many cases you will be charged thousands of pounds, just to have your case assessed.
  • Transfers are based on individual circumstances and there has to be very strong evidence that a transfer is in the best interest of the individual.
  • Even if you have had an assessment of your pension rights in the past, it may well be worth your while having them re-assessed.

WHO SHOULD YOU TRUST?

The whole areas of Pension Transfers is one of major concern for the FCA, because of the number of successful claims against financial advisers who have been judged as giving improper advice. In most cases that does not mean to say the advice was wrong, but it was not adequately recorded.

Our member exclusive offer comes from a financial organisation with:-

  1. A totally clean bill of health with the FCA on Pension Transfers, due to the technology used and the very cautious approach they have adopted.
  2. Significant financial strength, with £Billions of funds under management.
  3. National whole of market access offering one of the most competitive charging structures available for pensions and investments.

The Offer

To conduct a full expert assessment of your defined benefit preserved pension rights, leading to a detailed recommendation to transfer or otherwise your cash equivalent transfer value to a money purchase arrangement FREE OF CHARGE.

This window of opportunity won't we around for long, so with nothing to lose, you should act now. Call 07980 532523 or email me [email protected]


Kevin Oliver

Connecting Needs to Solutions Locally - Enhancing SEO and Digital Reach for Businesses Locally & Worldwide

4 年

There are thousands who should be taking advantage of this right now.

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