How the transfer advice process works

Tideway's qualified advisers help you every step of the way.

  1. Tell us a few details about your scheme. Use our enquiry form or call Tideway on 020 3178 5982.
  2. Obtain your FREE appraisal, giving an initial indication on suitability of a transfer.
  3. Meet with Tideway to discuss your plans in more detail or talk over the phone.
  4. Receive your in-depth suitability report.
  5. Agree (or not) to the transfer. Tideway conducts the transfer for you, liaising with all relevant third parties on your behalf (fees apply).

Download our free guide to explain why we think you should use our services

How the process works

This guide outlines the steps of the pension transfer process, from the initial enquiry to the completion of the transfer.

Download the guide

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