Stakeholder Pension Transfer

Benefits of transferring a stakeholder pension

This type of pension was introduced by the UK Government in 2001. The overriding purpose of stakeholder pensions was to encourage more people to save for their retirement by offering a simple, low cost and flexible personal pension. Stakeholder pensions are different from State pensions, and are provided by financial services companies. Our advisers search all companies to provide the stakeholder pension transfer solution that is right for you.

The stakeholder pension transfer option is available depending on the plan that you currently invest in. Our advisers have worked with many who have investigated transferring their stakeholder pension. Our independent status means that we can search the entire market to find an alternative pension plan that can offer you additional benefits when compared to your current stakeholder pension arrangements.

Stakeholder pension transfer advice

Our advisers will look at the specifics of your stakeholder pension plan to allow the possibility of stakeholder pension transfer to be explored.  Our advisers will work to assess the value of the stakeholder pension and take into account any charges that may occur to allow a clear calculation as to whether stakeholder pension transfer will benefit you.

Stakeholder pension transfer consultation

We offer all of those considering transferring their stakeholder pension a free consultation in which your requirements can be discussed. Our independent advisers will discuss the options available to you and allow you to make a decision as to how you would like to proceed. To find out more, please click on the following link >Pension transfer consultation.