Transferring Your Pension Plan
There are many scenarios that may give rise to considering a transfer of pension benefits. Typically, these may include:
- Consolidating a number of pensions into one for ease of administration
- Seeking an increased range of investment options
- A desire to self-manage one’s investments
- A requirement for increased flexibility
- Improving death benefits
- Divorce – Pension sharing (court) order
- Concerns over the ability/willingness of a sponsoring employer to continue supporting an occupational pension scheme
- Moving to another country with intent to remain
- Poor service
- Requirement for online access and reporting
As part of our service, we conduct a detailed review of your existing arrangements before making any recommendation. We have no reason to recommend a transfer if we do not believe it is in your best interest. There are many scenarios where the best advice is not to transfer. Our fee to advise you would be the same whether the advice is to transfer or not. We will guide you through all of the relevant considerations that apply to your personal situation and our advice will be tailored to what you tell us.
Contact Us
Should you wish to discuss transferring your pension, please contact us via (+350) 200 42967 or email This email address is being protected from spambots. You need JavaScript enabled to view it..
