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

Becoming A Pension Transfer Introducer

When you need expert advice for your clients

Pension transfer services for financial advisers

Pension Income Planning Ltd support financial advisers by advising on their clients’ pension transfer requirements, whilst allowing them to retain the funds under management. Our team of Pension Transfer Specialists are fully authorised and directly regulated by the Financial Conduct Authority (FCA).

Pension Income Planning Ltd offer analysis for both Defined Benefit (DB) schemes (also known as Final Salary schemes) and Money Purchase schemes with safeguarded benefits.


Our service to you

You can be assured that our process has been designed to ensure a smooth and professional experience for both yourself and your client. All advice is provided by Pension Income Planning Ltd and the client returned to you at the end of the process.

Once you have registered as an introducer and satisfied our due diligence process, we provide you with access to refer clients to us via a secure login on this website.

The referral process

All clients referred to us receive personalised attention by our highly experienced Case Handlers, Paraplanning team and Pension Transfer Specialists who will answer any questions they may have.

We know that client referrals are some of the most valuable assets in any business, which is why we take great care to make sure your client feels confident and valued from start until the end of our relationship with them.

Due diligence
Introducer brochure

Introducer brochure

Find out more about our client journey process and the advantages of using Pension Income Planning Ltd in our Introducer brochure.


Pension Transfer Client Advice - Need to talk to us about a clients’ pension transfer requirements?

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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