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Existing clients tel 0141 337 1346

If you need advice or assistance regarding pension transfers, our expert team here at Prosperity Financial Solutions can help. We have years of experience in advising and assisting clients from all backgrounds in relation to pension transfers, and can help you make sensible decisions for your specific circumstances.

To discuss your pension and what may be the right option for you, contact our specialist Advisers today. You can get in touch by calling us on 0141 337 1346 or complete our online enquiry form and a member of our team will get back to you right away.

Expert Pension Transfer Advisers, Glasgow

What was right for you 10 or 20 years ago might not be right for your circumstances now – particularly when it comes to pensions.  Most pension schemes will allow you to transfer to another scheme, and even if you have left your previous employer, you don’t need to make a decision right away. We can help you decide the best move for you, and will lay out your options for you clearly and simply, so you can feel confident about your retirement. To discuss your specific circumstances with a pension transfer expert, contact us today.

Transferring your pension

There are many reasons that people are unhappy with their pension and may be looking to change provider. These include, but are not limited to:

  • Not being happy with the pension options your current provider offers
  • Wanting to pay lower fess
  • You are moving abroad and wanting to switch your pension to one in the country you are moving to
  • You are wanting to combine different pension pots to make things simpler
  • You want to receive a higher income from your pension

Combine your pension pots

If you have had more than one job, the chances are that you have paid into more than one pension pot in your lifetime. By combining any pension pots you have, you are able to manage your pensions more easily and save on paying multiple fees.

It is important to get in contact with each of your pension providers to find out whether you’ll lose any benefits by combining pots, or if you will be charged any extra fees for doing so.

Value of the pension transfer

It is important to find out what your pension pot will be worth should you decide to combine it with another one. Finding out what the transfer value of your pot is is an easy way to check if your provider charges an early exit fee. If the transfer value is no different to the pot value, then it is likely that your provider doesn’t charge an early exit fee.

How do I transfer my pension?

We provide advice on transferring pensions, speak to us today to see how we can help ensure you get the best outcome when combining your pensions. Before speaking to us, you can find out about your pensions by asking questions of your current and potential new provider.

Ask your current provider

  • Am I able to transfer? Do you impose any restrictions on transfers?
  • What is the pot and transfer value of my pension?
  • Will I have to pay fees?
  • Do I lose any privileges?

Ask your new provider

  • Do I apply for a transfer with you or my current provider?
  • Will I have to pay fees?
  • What regular payments, if any, do I have to pay for the new pension?
  • What investments funds and levels of risk do you provide?
  • How can I take my money out?

Contact Prosperity Specialist Pension Transfer and IFAs Glasgow

To speak to a member of our expert team about  a pension transfer, or for any other pension related issues, contact us today. We aim to ensure that you are satisfied with everything we discuss with you, and the decisions you make. All of our team members are expert Financial Advisers and can get you the help and peace of mind you need. Call us now on 0141 337 1346 or complete our online enquiry form and a member of our team will get right back to you. We look forward to helping you plan your future.

Call 0141 337 1346 Existing clients tel 0141 337 1346

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