Providing high-quality independent financial advice
Pension Income Planning Ltd is a leading pensions transfer company and recognised pension transfer specialist, providing advice and assistance to the clients of professional introducers and direct clients with safeguarded benefits from our offices in Brentwood, Essex. We are committed to providing clients with the high-quality independent financial advice they demand.
Our experienced team of specialists offer analysis for both Defined Benefit (DB) schemes (also known as Final Salary schemes) as well as Money Purchase schemes with DB arrangements underpinning such protection.
Safeguarded benefits
Ultimately, we advise clients on how to protect their retirement funds. If the value of safeguarded pension benefits is £30,000 or more then it’s mandatory by law to seek professional pension transfer advice before any monies can be transferred into an investment vehicle.
Guidance on how we could help
So, if a client has safeguarded pension benefits worth £30,000 or more and would like to discuss how this could potentially be transferred or switched into an appropriate investment option for the long-term, please contact us for guidance on how we could help.
If you are currently already receiving financial advice from your own adviser, then you should have a conversation with them first to start your Client Journey with Pension Income Planning Ltd. Alternatively, if you require an independent financial adviser please contact us directly on 01277 600518 and we will be happy to recommend an independent financial adviser who can assist you.
The Team
Pension Transfer Advice - Want to find out more?
Please complete this form with your details and the reason for your request. A member of our specialist team will then be in touch.
