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

Advantages of Using Pension Income Planning Ltd.

Discover why professional introducers choose to trust us to provide their clients with pension transfer advice.

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: -

  1. Helping clients understand when advice is appropriate
  2. Ensuring advice given supports the clients’ overall wellbeing in the context of their stated objectives
  3. Ensuring client understanding and acceptance of all charges
  4. Ensuring the most appropriate and updated technical skills are applied
  5. Transparent management of Conflicts of Interest
  6. Helping clients understand the cost of transferring benefits
  7. Avoiding unregulated investments and introducers
  8. 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.

Zoom call meeting

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.

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

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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