Make a pension transfer enquiry

Please use the form below to send us your details, and we will get back to you as soon as we can. For all other enquiries, our contact details can be found here.

Please note that we do not accept clients with a transfer value under £400K.

In order for us to complete the advice process, we require at least 45 days left before the expiry date of your Cash Equivalent Transfer Value (CETV) from the date that we receive a signed engagement letter.

  • If you have a guaranteed offer with less than 45 days, we can discuss either trying to meet your deadline or the implications of completing the transfer after the deadline.
  • If you don’t have a guaranteed offer and are still an active member of the scheme, we can discuss the issues around opting out to get a guaranteed offer.

There may be times where we receive a high number of enquiries.  In such cases, we will decline to offer services and aim to notify you as soon as possible within two weeks of your initial enquiry.

If you are a company introducing a client and have already registered with us then please login here. Otherwise if you would like to register please do so here.

This is a 3 step process which should take around 5 minutes to complete and requires some basic details of the pension scheme(s) that you are enquiring about. We will require your Cash Equivalent Transfer Value (CETV), which you can attach to this enquiry or you can send in at a later date.

Step 1: Your Details

Privacy: your information will be treated in confidence, and will not be passed on to any third party.

* Mandatory fields

About you

*

*

*

*

Date of birth

Country of residence *

Please note: we are only able to provide advice for the countries of residence listed here.

You will be able to add details of your pension scheme(s) in the next step.


(Limit 255 characters. 255 characters remaining)

Please copy this security code into the box below

Your enquiry

Stage 1: Your details

 

Stage 2: Add pension schemes

 

Stage 3: Upload Fact Find

 

 

If you require any help completing this form or have any general queries you can call us on +44 (0)20 3178 5982, Monday to Friday 09:00 to 17:00 or email us at info@tidewayinvestment.co.uk.

Tideway Investment Partners LLP
is authorised and regulated by the
Financial Conduct Authority.
FCA number 496214.

Contact
Tideway Investment Partners LLP
83 Victoria Street
London SW1H 0HW
LLP No. OC343430
Tel. +44 (0)20 3178 5982
info@tidewayinvestment.co.uk