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IFA Exeter
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"Working together to deliver an exceptional service"
Exeter | 01404 598 168 Colyton | 01404 598 168 Exmouth | 01395 207 350
 
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Pension Switching

Pension Switching is simply moving an existing money purchase scheme from one provider to another in order to consolidate a number of schemes, seek alternative investment options or benefit from the new scheme features.

We have a range of tools at our disposal that help us consider whether switching your pension scheme is right for you.

The process is simple; at the first meeting we collect all the information to assess your financial needs and long term aims. From there with your consent, we will write to your existing providers to request full policy details and projections. Once we have the full details we produce for you a transfer analysis report to explain the pros and cons of a transfer.

Pension reviews are important and many people avoid these in case there is a cost. However, our advisers are qualified to carry out pension switching and work is carried out in house. Therefore, we are able to provide pension switching at the fee agreed at the first meeting in line with our Schedule of Fees and Charges [SOFAC]. Fees will be waived for Pension switching analysis work if your existing provider proves to be cost effective and has the features and investment option for us to create a coordinated investment strategy.

 
 
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Contact our offices for investment advice and planning
 
Colyton Offices
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Tel: 01404 598 168 
Exmouth Offices
32 Rolle Street, Exmouth,
Devon EX8 2SH
Tel: 01395 207 350
Exeter Offices
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Tel: 01404 598 168
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Financial Advisor Exeter
Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority (Updated 13/09/2018). Registered in England and Wales No. 3779657. Registered office: Broadwalk House 5 Appold Street London EC2A2AG. | RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc. | Legal Disclosures