FINAL SALARY PENSION TRANSFERS MAKE THE RIGHT DECISION
It is important to assess your plans and circumstances on an individual basis but also in a holistic way. We will help you understand the full details of your benefits and guarantees and the impact on your future before advising on the right steps to take.
The Financial Conduct Authority (FCA) like us, believe that it is unlikely to be in the best interest for most individuals to transfer out of a Defined Benefit Scheme however everyone’s situation is different, we will take the time to understand your situation and advise you accordingly.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
SIMPLE CLEAR CUT ADVICE ALONG WITH AN ILLUSTRATED LIFETIME FINANCIAL FORECAST
We will understand your goals and what you’d like to achieve leading up to your retirement. This is simulated using leading cash flow modelling software to illustrate how our recommendation can help you get you where you want to be.
The steps we take
Situation & Goals
We meet to discuss your current situation, your future goals and the retirement you want.
Research & Model
We explore all the options available to us and model the right plan with a detailed and illustrated forecast.
Recommend & Implement
Present our recommendation and evidence how it will achieve the retirement and lifestyle you deserve.
DONT JUST TAKE OUR WORD FOR IT
Sam is a very personable advisor, and one with high integrity that I knew I could trust with my company and personal information. He provided solid advice, tailored to my needs and comes thoroughly recommended by me.
Richard, Chartered Surveyor
Pension & Investment Services
What were the circumstances that caused you to look for a financial adviser?
Pension transfer.
How did Samuel Robinson help you?
Sam asked lots of questions and provided unbiased easy to understand advice which suited my needs. Various options were presented making it easy for me to choose the most suitable one to achieve my requirements.
Have you seen the outcome you were hoping for?
Transfer went very smoothly and the investments appear to be performing as expected.
Verified Client, vouchedfor
Pension & Investment Services
What were the circumstances that caused you to look for a financial adviser?
Needed to sort out my personal investment pension.
How did Samuel Robinson help you?
Sam sorted out an old investment pension that had been left untouched for some time and wasn't working for me, and improved it. He has also offered other impartial financial advice whenever I have needed it, even on things that I am not directly working with him on.
Have you seen the outcome you were hoping for?
Yes
Verified Client, vouchedfor
Pension & Investment Services
What were the circumstances that caused you to look for a financial adviser?
I wanted to safeguard my family in case of anything bad happening to me or my wife.
How did Samuel Robinson help you?
He spent the time to help us understand our needs and what level of cover we would require to satisfy them.
Have you seen the outcome you were hoping for?
Yes, our family is now fully protected should the worst happen.
What could they have done better?
Nothing. He came out to visit us, took the time to really listen and ask thought provoking questions and the follow up service was extremely thorough also.
Verified Client, vouchedfor
Pension & Investment Services
ALMOND FINANCIAL FOR EVERYBODY
We pride ourselves on being able to help everyone. Whether you’re employed, self-employed, young or old, we can help.
Everybody needs advice to maximise their income and make the most of their circumstances. We will make sure you understand your financial situation and the options available to you by eliminating unnecessary complications and handling your case with integrity and care.
UNSURE WHERE TO START?
No problem, send us an enquiry we’ll only be happy to get back in touch to see how we can help.