We are a UK pension specialist regulated by the Financial Conduct Authority [FCA] (827778). After arranging payment of your 25% Tax Free Lump Sum, we will place the remaining 75% of your pension fund with one of the UK's leading pension providers Royal London who are also FCA regulated. This means that you have the confidence of knowing your money is in safe hands.
If you instruct us to act on your behalf, we will arrange for your existing pension provider to transfer your pension direct to Royal London. We NEVER touch, see or hold your money.
Our aim is to put our customers in control of their pension. We want them to make informed decisions about their pension and their future. For this reason we provide a comprehensive information pack with every quote and before any business is done. The information pack will tell you everything you need to know about income drawdown and much more.
Our customers constantly give us positive feedback about our service and the way we look after them. Over 80% of our customers (if not higher) score us 10 out of 10 for living up to our claim to offer a good old fashioned personal service via the internet. We have never seen a score of 7 or lower!!
However we are at our best in sorting out problems for customers. On occasion some pension providers appear to want to hold onto your money as if it were their own. We are tireless in working to resolve these issues in favour of our customers. While thankfully problems like these are rare, when issues do occur our endeavors in achieving a positive outcome for our customers earn us the best feedback of all !!
We work with our customers all the while their pension is with us. Apart from annual and customer requested fund reviews, we also keep them updated with issues relating to their pension fund such as the recent changes to pension rules announced in the budget on 19th March 2014, and of course we are always available to them at the end of the telephone to answer any questions or issues they may have.
If that wasn't all, we are currently limiting our set-up fee to a maximum of just £499 no matter how big your pension fund. All of this means that we sincerely don't believe you will find a cheaper or better quote and service anywhere else.