Pension Transfers
Many people will work for a few different companies during their working lives which also means they will likely accumulate several different pensions in different places.
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Many people will work for a few different companies during their working lives which also means they will likely accumulate
several different pensions in different places. This means
numerous accounts with numerous contact details, online
log ins and account numbers which can become a little over
whelming not to mention complicated to manage.
Combining all your pensions and consolidating them into one
place and under one roof can help make life easier for you and
give you peace of mind that all your pension money is in one
safe and secure place. This also makes it incredibly easy to
manage and to see exactly what your pension pot is worth at
any given time.
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Consolidating your pensions is also a lot easier than you may think and we can help you.
All we need to know is:
Your pension providers name.
Your policy/plan numbers.
The approximate values.
The type of pension it is.
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This information is readily available on your statements or can
be obtained over the phone by calling your pension provider.
Once you have all your information together, we simply need to
fill out a few forms (which we help you with) and that’s it. The
process can take several weeks but we will keep you updated
every step of the way.
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