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Fantastic advice from Alan Martin at PX who oversaw the transfer of my DB pension from a previous employer to an alternative source. He managed to achieve a far better deal than I was originally looking at in terms of the tax free lump sum and annual annuity. My expectations were exceeded by some margin. I would recommend without hesitattion
PX have been advising me from the UK since 2017, together with advisers in Australia regarding the disposition of my FS and other UK pensions, negotiating the very complex and changing regulatory demands. Carefully considered and specific advice was given and once the appropriate direction chosen, executed with efficiency, managing the tricky responses from the UK providers and following through when funds were transferred. A very reassuring experience.
Some years ago I engaged PX Pension Exchange to manage the transfer of my pension funds from the UK to Australia. Initially, I assumed UK pension companies would be reliable, professional, and prompt with this process. However, the reality was quite different. UK pension companies often lack sufficient resources for these tasks and don't seem to prioritise them. To successfully navigate this, you need a first rate advisory team. PX Pension Exchange proved to be just that, offering expert insight into this complex field along with the practical know-how to make things happen. They are also fantastic to work with—always honest and willing to go above and beyond. A special thanks to Jayne, whose patience perseverance made my recent transfer possible.
After much research, I selected Pension Exchange to help me through the process of transferring a Pension TV with safeguarded elements within it. (Such advice was mandatory in my case).What a good decision. The IFA assigned to my case was Michael Hall who listened to what I wanted, offered ongoing advice if I wanted it, but never pushed it once I indicated that I didn't need this. He had a relaxed, assured manner and I took to him and his approach immediately.Michael knew my strong preference was to effect the transfer. He emphasised that, no matter how keen I was, he would have to go through a thorough a review of my finances, assets and financial priorities before making a recommendation. When he finally made a recommendation I went through it and was impressed by its thoroughness – indeed much more detailed than I would have anticipated. Their fees were also less than I had been quoted elsewhereTheir admin contact, Charlotte Barnes, was first class, a friendly and proactive person who continued to take an interest in my case, chasing other parties for updates right through until she had confirmation that the transfer had been completed. Overall, I could not fault them in any way.
I had selected PX Pension Exchange to receive the advise on my pension plan.I found Michael Hall, the pension advisor and Charlotte Barnes as the operations manager both very professional and helpful. I would definitely recommend PX Pension Exchange to anyone who is over 55 and is searching a pension advisor.
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PX Pension Exchange specialise in providing pension transfer advice on defined benefit (final salary), defined contribution (money purchase), QROPS and other pension types.
If you are considering transferring your pension or would like to understand your options to ensure you are properly set up for retirement, then contact us for an initial discussion.
Our advisers are qualified pension transfer specialists that will work with you to optimise the best outcome for your pensions.
We work with UK clients as well as UK nationals abroad.
Whatever your pension question, contact us to see how we can help.
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