Ensuring a high-quality and personal service to all clients
We know clients have worked hard to build their pensions, so maximising their full potential is something which is essential for their future financial independence and security. So, why trust us to provide pension transfer advice?
Pension transfer advice
Clients can be confident that they are dealing with a firm that goes beyond minimum requirements for Defined Benefit pensions advice.
You can be assured that we adhere to a code of good practice, based around the following 9 principles: -
- Helping clients understand when advice is appropriate
- Ensuring advice given supports the clients’ overall wellbeing in the context of their stated objectives
- Ensuring client understanding and acceptance of all charges
- Ensuring the most appropriate and updated technical skills are applied
- Transparent management of Conflicts of Interest
- Helping clients understand the cost of transferring benefits
- Avoiding unregulated investments and introducers
- Transparency in advice processes and outcomes
Providing exceptional service
Pension Income Planning Ltd provide an exceptional service throughout a client’s journey with us. Initial paperwork can be completed online. From our admin team, a designated case handler is assigned to each individual case to provide all the help and updates needed along the journey.
All telephone calls to our office are answered by the admin team (not a call centre) giving clients direct contact. Meetings are conducted via Zoom with a recording available to you and your introducing IFA.
Pension Transfer Advice - Ready to start a pension transfer journey or 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.
