Our Triage is designed to give clients sufficient information about safeguarded and flexible benefits.
This will enable you to make your own decision about whether to take advice on the transfer of your pension benefits.
This is the first part of the process of considering a pension transfer review and is an opportunity for all individuals to engage in various educational sources, which will highlight the pros and cons of both remaining in the scheme and transferring any potential benefits.
By the end of this Triage process, you should be in a much more informed position which will allow you to start the advice process and be more educated on Pension Transfers.