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Pension Transfer

Can you increase your benefits ?

Many people have more than one pension (company and private). In many cases, by consolidating and regrouping different pension plans, you could gain considerably more overall. Forum offer a specialist service in transferring pensions and organising them to earn you more.

Personal Pension Transfers!

Personal Pension charging structures have changed dramatically over the past few years. Due to the influence of stakeholder pensions, the cost of a new pension is now far lower than in the past. Many individuals now find themselves with outdated, overpriced pension contracts. In some cases you may even be able to switch contracts with the same provider to reduce your charging structure. Talk to us to get advice on your pension.

Company Pension Transfers!

If you have a “preserved” company pension from an employer you used to work for, it is well worth speaking to Forum as we can advise you on what you could do with it. The following options may be relevant to consider –

Leave the preserved pension with your ex-employer.
Transfer it to another company pension scheme.
Transfer it to a Stakeholder or Personal Pension Plan.
Transfer it to Section 32 Buy Out Policy.
Final Salary Guarantees & Scheme Wind Ups.

Compare Pension Plans !

With an increasing number of personal and company pension transfer options on the market today, we can help you find the right pension for your needs.


Make your existing Pensions
work much harder for you.


  

Would you like Quotes on:
New pensions   Yes    No
Reviewing existing pensions
(including pension simplification)
  Yes    No

Do you have one or more:
Occupational pension   Yes    No
Personal pension   Yes    No

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Forum Wealth Management Ltd is an appointed representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority.

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