Financial advisor for pension transfer

RED_STAR

New member
I've just had a fantastic CETV offer for a DB pension from a company I stopped working for 15 years ago.
Any recommendations for financial advisors that I could talk to about transferring it.
TIA
 
I've just had a fantastic CETV offer for a DB pension from a company I stopped working for 15 years ago.
Any recommendations for financial advisors that I could talk to about transferring it.
TIA
I don't know where your location is but I use Astute financial & mortgage advisers, Acklam shops
 
I've just had a fantastic CETV offer for a DB pension from a company I stopped working for 15 years ago.
Any recommendations for financial advisors that I could talk to about transferring it.
TIA
I use Prismatic Wealth and have had no issues

 
Another for Prismatic Wealth. I've been with them for a couple of years and would definitely recommend having a chat with them.
 
IFAs are slowly backing down from advising on coming out of DB schemes.

1. Age - the younger you are the harder it will be as the concern would be that pot would run out.

2. The share markets are volatile and thought to be overheated and due for a fall - increasing risk

3. Mis- selling cases ongoing with certain pension scheme transfers.

Plus there is also LTA to consider although you may not have an issue with it.
 
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