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.
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.
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.
Our thinking
Free Abridged advice for clients of FCA registered Financial Advisers
We recognise the realities of the cost-of-living crisis, and the valuable time our FCA registered introducers* dedicate to these referrals.
Our fees for Abridged Advice of £800 plus VAT will be waived for clients introduced from an FCA registered firm until 30th April 2025. The waiver of this fee does not apply to those cases where the intended destination of funds, in the event of a recommendation to transfer, would be a SSAS or Full SIPP.
Direct clients* are not exempt from the Abridged Advice fee, to reflect the additional time commitment from our in-house team.
N.B. All Small Self-Administered (SSAS) and Full Self-invested Personal pension (SIPP) cases will be subject to a 20% surcharge on the Full Advice fees to reflect the additional complexity.
