Do I need advice?
FINAL SALARY PENSIONS
Final Salary Pensions
The pdf document & our accompanying video are designed to help you decide whether you feel you need to progress with receiving financial advice regarding your options from a final salary pension transfer.
We have also included a link to a video published by the FCA which outlines the process we undertake in advising on whether or not to transfer a final salary pension.
If you have a Cash Equivalent transfer value of more than £30,000 you are required to seek independent financial advice before deciding whether or not to proceed with a transfer.
This advice must be provided by, or at least checked by, a specially-qualified pensions transfer specialist. At Strategic Solutions we have a team of highly qualified Pension Transfer specialists who would be very happy to provide recommendations.
If you have a Final Salary scheme pension /Defined Benefit pension please take time to look at the our video, the FCA video and document before deciding whether you feel you need to take financial advice.