Pension Transfer Specialist
The Chatsworth Practice are a firm of Independent Financial Advisors. We offer a meeting with our Pension Transfer Specialist. Dealing with a Pension Transfer Specialist is important because Pension Transfers are a complex area. Our Pension Transfer Specialist will review your individual circumstances. Consideration will be given to your objectives including why you want to make a Pension Transfer. Your attitude to risk and capacity for loss will be assessed. The Chatsworth Practice Pension Transfer Specialist will examine your existing scheme to establish if there are any reasons why a Pension Transfer may not be in your best interests such as Plan Guarantees or Enhanced Tax-Free Cash. Our Pension Transfer Specialist will consider whether the proposed Pension Transfer is likely to be of financial benefit considering the amount of time you have until retirement. Our Pension Transfer Specialist will conduct independent research to highlight the best scheme available in the market. A report will be created, comparing the existing scheme with the best available in the market. If a transfer is recommended, our Pension Transfer Specialist will carry out independent research before recommending a Pension Investment Portfolio best suited to your objectives and attitude to risk.