Pension Income Planning Ltd.
01277 600518
Please be aware that calls to and from our offices are recorded, will form part of our client records and may be used for training purposes

Pension Transfer Specialists

Expert client advice for professional introducers

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Engage clients and reduce risk

Using our video journey service provided by Money Alive

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Financial Vulnerability Charter

Pension Income Planning Ltd supports the Financial Vulnerability Charter

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Consumer Duty Alliance

The Consumer Duty Alliance is an independent, ‘not-for-profit’ professional body supporting the personal finance sector to adopt and implement good Consumer Duty outcomes.

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Pension transfer specialists providing advice from our offices in Brentwood, Essex

When it comes to your reputation and your business, you can’t afford anything less than a professional partnership that will not let you or your clients down. At Pension Income Planning Ltd we partner with professional financial adviser firms from across the United Kingdom requiring expert specialist pensions transfer advice in this highly complex area. When you partner with us you can be confident we will deliver the services you and your clients expect.

Client journey

Information for Introducers


Apply to become a Pension Income Planning Ltd professional introducer

Pension Income Planning Ltd has all the necessary specialisms and regulatory requirements to provide full Gold Standard pension transfer advice. Our experienced team of Pension Transfer Specialists offer analysis for both Defined Benefit (DB) schemes (also known as Final Salary schemes) as well as Money Purchase schemes with DB underpins.

We provide advice and make recommendations to client referrals and direct clients

If you are a client without your own independent financial adviser, please contact our offices on 01277 600518 in the first instance, and we can discuss how you can access the advice you require.

If you are under 55 years of age, please contact us before undertaking the Client Journey.

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Want to talk about your requirements?

Speak to us and see how we could help with your requirements.

Have you downloaded our brochure?

At Pension Income Planning we give you access to expert pension transfer advice for all of your needs. To find out more about our services, download our brochure.


Client brochure

Our thinking

September Introducer newsletter 2022

"A further reason to prioritise a defined benefit pension review"...

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Pension Income Planning Ltd, Sterling Court, 4 Gresham Road Brentwood, Essex, CM14 4HN

Call us: 01277 600518

Email us:

Please be aware that calls to and from our offices are recorded, will form part of our client records and may be used for training purposes.

Financial Vulnerability CharterConsumer Duty Alliance