It is becoming increasingly popular for individuals to transfer their pension funds. The reasons for this can vary from a desire for better fund performance, lower charges or a change in personal circumstances.
Expert advice should always be sought when considering transferring frozen or even active pensions.
Mitchells Wealth Management have the tools and expertise to analyse your fund performance, taking into account various elements such as termination charges and clauses, your level of risk and the past performance of the funds.
Whole of the Market
We search the Whole of the Market on your behalf and present your options, including whether to leave your pension where it is. We have had many clients who have benefited greatly from assessing their various pension funds and consolidating into a more favourable plan.
SPECIALIST AREAS
- Pension Transfers
- SIPP
- SASS
- Group Pensions