You ARE eligible for
Abridged Advice!

Still interested in finding out which type of pension is right for you? Get Clear Abridged Defined Benefit Pension Advice

Abridged Advice is a fixed fee of £450 including VAT. Payment will be taken in the abridged advice meeting.

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Insight & Advice About Defined Benefits Tailored To Suit Your Unique Situation

Are you interested in finding out more about defined benefit schemes? Want to learn more about the impact a defined benefit transfer could have on your finances? Looking for ways to ensure you get the best benefits you can out of your pension faster? 

At Almond Financial, we help people have a clear understanding of what a defined benefit transfer is and whether it’s a viable option for them.

In the last few years, we’ve worked with our clients to help them ensure that they are on the right financial plan to suit their personal needs.

Helping You Understand Your Pension

By discussing your pension options, you can rest assured that the decisions you make in regards to your pension are the right ones. Now you can get the insight with Abridged advice to know if a defined benefit pension transfer should not be considered. 

By receiving Abridged Advice,  it will be clear whether you should not proceed to full Advice, saving you time and money.

Here’s A Brief Outline Of What The Abridged Advice Process Covers

  • An Assessment Of Your Specific Future Financial Needs

    To make sure that the advice helps you to get the most out of your  pension to cover your wants and needs for the future.

  • An Analysis Of Your Current Financial Situation

    Taking the time to examine your level of income and savings in order to make sure a DB transfer could benefit you.

  • A Low-Cost Method To Gain Advice On Your Financial Situation

    Abridged Advice offers a low-cost alternative to full advice, giving you clarity on if a Defined Benefit Transfer should not go ahead.

47% Of Financial Advisors May Not Get Involved In Providing Abridged Advice

According to a survey by Prudential, nearly half of the financial advisors asked thought they wouldn’t get involved in providing abridged advice relating to the defined benefit transfer. In other words, it can be difficult for you to get the insight you need.

Which is why we’re here to help you get the valuable information you need without having to go through an entire financial review just to find out if a DB Pension transfer is right for you. With us, abridged advice is thorough and clear, so you know exactly why a DB transfer is or isn’t the right option for you.

Personal Pension Recommendations Tailored To Suit You

Save yourself hours of research and wondering. An Abridged Advice Call, with a Pension Transfer Specialist will give you peace-of-mind knowing that your situation will be considered in detail, rather than going through with an expensive full financial analysis, you can save yourself time and money while still getting the vital insight you need with abridged advice tailored to suit you and your needs.

Our 5 Working Day Guarantee

When discussing your financial situation, we guarantee that you will receive your abridged advice letter within 5 working days after our abridged advice session. This is applicable as long as you have provided all the relevant details and information we need from you.

DONT JUST TAKE OUR WORD FOR IT

Book Your Abridged Advice Call

During this call, we will discuss and analyse your personal financial situation.

Here’s what you’ll discover in your call...

  • Whether a DB transfer is something which would be beneficial to you - the recommendations will be personalised to your specific requirements.

  • A professional and thorough analysis of your financial situation, income needs and future concerns.

  • An in-depth consideration of the impact changing would have on your current circumstances and the future.

If you’re interested in getting abridged advice, then please input your details below to arrange a meeting with one of our financial advisors.