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- Investments and Savings
- Pensions
- Mortgages
- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
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Do you need a pension transfer specialist?
YES - choose if:
- You want to transfer a final salary or defined benefit pension (one from your employer that promises to pay out a certain income based on how much you earn when you retire)
- You want to transfer a pension (either through your employer or a personal one) that has a guaranteed benefit, like a Guaranteed Minimum Pension
- PLEASE NOTE that transferring out of a final salary scheme is unlikely to be in the best interests of most people
NO - choose if:
- You want to transfer a pension you have through your employer that is made up only from regular contributions from your salary, plus added regular contributions from your employer
- You want to transfer a standard personal pension you’ve previously set up
- You want to transfer a pension where you have a ‘Guaranteed Annuity Rate’, but no other types of guaranteed benefit
Not sure? Find out more about pension types at the Pensions Advisory Service website
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Savings/Pensions Level
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An independent adviser can advise across a sufficiently diverse range of products to ensure that the client’s objectives can be suitably met. They are in no way limited to products provided by companies they work for
All Financial Advisers are required to hold a level 4 qualification in financial advice recognised by the Financial Conduct Authority. Some advisers have also achieved higher level advanced qualifications, such as Chartered status
A fixed fee adviser charges a set price to undertake a specific piece of work.
Filter results:
Services
- Investments and Savings
- Pensions
- Mortgages
- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
- Equity Release
- Insurance and Protection
- Auto Enrolment
- Long Term Care
- Financial Planning
- Financial Mentoring
- Financial Coaching
Do you need a pension transfer specialist?
YES - choose if:
- You want to transfer a final salary or defined benefit pension (one from your employer that promises to pay out a certain income based on how much you earn when you retire)
- You want to transfer a pension (either through your employer or a personal one) that has a guaranteed benefit, like a Guaranteed Minimum Pension
- PLEASE NOTE that transferring out of a final salary scheme is unlikely to be in the best interests of most people
NO - choose if:
- You want to transfer a pension you have through your employer that is made up only from regular contributions from your salary, plus added regular contributions from your employer
- You want to transfer a standard personal pension you’ve previously set up
- You want to transfer a pension where you have a ‘Guaranteed Annuity Rate’, but no other types of guaranteed benefit
Not sure? Find out more about pension types at the Pensions Advisory Service website
Savings/Pensions Level
Distance
Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Bath (out of 517)
Best Match more
Top Rated 2024
Bath (0.67 miles away)
Independent Financial Adviser
Verified since December, 2023
Free 30 minute initial consultation
Savings/pensions: Over £100,000
Top Rated 2024
Top Rated 2024
Bath (0.56 miles away)
Independent Financial Adviser
Verified since December, 2023
Savings/pensions: Any level
Top Rated 2024
Top Rated 2024
Bath (0.56 miles away)
Independent Financial Adviser
Verified since December, 2023
Savings/pensions: Any level
Top Rated 2024
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Top Rated 2024
Bath (0.67 miles away)
Independent Financial Adviser
Verified since December, 2023
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2024
Top Rated 2024
Bath (0.67 miles away)
Independent Financial Adviser
Verified since December, 2023
Savings/pensions: Any level
Top Rated 2024