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Pension Transfer Advice

Jacobs Financial are Chartered Financial Planners and Independent Financial Advisers (IFAs) employing Pension Transfer Specialists who can provide advice to clients where:


• a defined benefit (final salary) occupational pension scheme is being wound up and the trustees intend to buy out benefits through a deferred annuity contract and where;


• the previous employer is insolvent and is winding up its defined benefit occupational pension scheme which may be under-funded


We can advise whether a transfer to a private arrangement, such as a personal pension, stakeholder pension, self-invested personal pension (SIPP) or Section 32 Buy-out arrangement, is suitable.


Pension transfers is a very complicated area and our specialists need to follow strict procedures and hold the requisite qualifications and authoristation set down by the Financial Conduct Authority, our Regulator. Jacobs Financial's Specialists hold the G60 paper of the Chartered Insurance Institute Advanced Financial Planning Certificate.


If you would like to know more about the services we offer, please contact us at: