Defined benefit advice process


We do not undertake any work on an insistent client basis.  This means we will not take instructions from you.   We could recommend that you do not transfer your pension.  A recommendation to transfer or not to transfer will be charged to you for the advice and not the transaction and will be paid at the start.


We’re proud to be a firm that has met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded and Defined Benefit pension transfer advice. You can learn more here.


Speak to one of our specialists