Pensions are one of the key specialism's of Personal Investment Partnership Ltd. We are specifically authorised by the Financial Services Authority to advise on, and carry out, Pension Transfer work. Paul holds the accredited CII G.60 qualification for Pension Transfer and complex pensions work. We carry out, or advise you on, the following types of pension arrangements -

  • Stakeholder pensions
  • Personal Pensions
  • Group schemes
  • Unsecured pension (formally known as Drawdown) or Phased retirement
  • Annuities/Open Market Options (OMO)
  • Pension Transfers
  • Pensions & Divorce
  • State pension

We can assist you if -

  • you wish to start a pension
  • you are about to retire and want to compare your options see our Section entitled - "Personal Investment Partnership's Guide to Your Retirement Options"
  • you are retired and wish to look at your existing arrangements - particularly if you have an existing "Unsecured Pension formally known as Income Drawdown" contract
  • you have existing personal or employer arrangements you wish to look at
  • you are concerned that your existing arrangement/s are not invested in the most suitable funds

If you would like further information on pensions please contact us.