What happens during a transfer?

We’ve recently put out some communications that aims to Debunk Common Myths about the pension transfer process from a Transferring Scheme into a PSG SIPP scheme, including what we are able to do and what everyone’s duties are. Taking this a step further, we’ve now put together this neat little infographic which aims to give you and your clients a little more insight into the process and what you need to consider in order to help ensure a transfer goes smoothly.

In addition to this, please also take time to read our new Policy and Guide which has been designed to help our trusted advisers and their respective clients better understand what everyone’s duties are in this process.

SHARING IS CARING


Myth Buster

Post Brexit, trust in financial organisations is a thing of the past

Bust that myth…

Get in touch

We invite professional advisers to get in touch to discuss how we can help you and your clients.