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.
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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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