Executing a defined benefit pension transfer is a complex, irreversible and often high value transaction. For many it will be one of the biggest financial decisions of their life.
Many transferring from a defined benefit scheme have not used a financial adviser before and have never invested large sums of money before. Whilst the transfer offer might be generous and the flexibility post transfer attractive, choosing an adviser and understanding what services are needed post transfer to get your funds safely invested can be a daunting prospect.
Choosing the right adviser firm to take you through the transfer process is therefore the first and most important step towards a successful outcome.
Please use the link below to learn more.