The latest pension freedom legislation now means even more options for clients crystallising pension benefits.

Unfortunately this could also mean increased risks to your firm. We can assist you with reviewing your existing process, and where appropriate recommend and implement increased risk controls.

We also offer a pre-sale review service as detailed below.

The rules in relation to certain at retirement recommendations are changing.  These changes  will mean that firms will be required to hold pension transfer permissions and have a qualified pension specialist in place in order to continue to provide advice in relation to crystallising and transferring  most  defined benefits.

Is your firm prepared for this? 

Provided your firm holds pension transfer permissions we can help by offering a pre-sale review of at retirement recommendations by a G60 qualified consultant, perhaps as a stop gap to enable your business to continue uninterrupted until your pension consultants obtain the relevant qualification.

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