How we advise you

We offer tailored advice suited to your goals for transferring your UK pension

Transferring your UK pension can be a daunting process. From choosing a provider to transfer your pension scheme to, to understanding the benefits and risks you have with the transfer… or whether it is really worth going through all the stress. Move My Pension takes the guesswork out of the equation and provides you with tailored advice that gets you the best outcome for your needs.

Depending on what you are looking for, the financial planning process could include attention to any or all of a range of aspects of your finances.

To ensure we provide advice that best suits your UK pension transfer requirements, we go through a few steps and keep you fully informed along the way.

As new residents in New Zealand that were of ‘that age’ where we already had pension programmes and investments, we were really looking for an advisor that could make our financial integration into the country as seamlessly and effectively as possible. In addition to that, we wanted an advisor who took an interest in our objectives and goals and devised a strategy that was focussed on achieving that. Luke and his Move My Pension team have exceeded all of our expectations and we have been thrilled with both the service and the results. ‘‘ - Richard and Chelsey Gee
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Please tell us about your pension for a FREE assessment.