How the pension transfer advice process works

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

  1. Tell us a few details about your pension scheme. Use our enquiry form or call Tideway on 020 3143 6100.
  2. Meet with Tideway to discuss your plans in more detail or talk over the phone.
  3. Receive your in-depth suitability report.
  4. Agree (or not) to the pension transfer. Tideway conducts the transfer for you, liaising with all relevant third parties on your behalf (fees apply).

Next: Investing your fund after the transfer →

Tideway Investment Group comprises the following entities: Tideway Investment Partners LLP and Tideway Wealth Management Limited. Tideway Wealth Management Limited is an appointed representative of Tideway Investment Partners LLP, which is authorised and regulated by the Financial Conduct Authority. FCA number: 496214.

Tideway Investment Partners LLP
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+44 (0)20 3143 6100

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© Tideway Investment Group 2020