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Pension Transfer / Switch in 5 Easy Steps

  • 1. Sign a Mandate

    Allows us to work on your behalf..

  • 2. Gather Information

    We'll contact your pension provider and obtain all relevant details of your pensions.

  • 3. Prepare a Financial Review

    We'll then gather all relevant information about you and your financial circumstances to ensure that we can prepare a full report.

  • 4. Explain the Options

    We'll explain all the options available to you, discussing both advantages & disadvantages and make a recommendation to transfer or not.

  • 5. If you Choose to Proceed

    All the paperwork is arranged for you & processed quickly & efficiently. Throughout this process we'll always be in touch & keep you up to date.

  • Contact Us Now

    Simply complete our short form and one of our expert Pension Advisors will call you back & arrange a no obligation pension plan review.

  • We can help Transfer Your Pension

    As a trading style of Reid, Scott & Ross, we as a group, have grown to become one of the UK's leading and most respected independent financial advisor firms.

    With our experience in all types of Pension Plan Transfers, we've a proven, professional & customer – friendly approach to Transferring Pensions.

Contact Us NOW For Advice!

Please provide your details. We will contact you shortly.

Mr P Deans, Satisfied Customer

I had outstanding service & communication from Susan McCall who does a fantastic job for you, from David Marchant who gave me prompt clear & invaluable advice and from Ann Marie McCarthy who organised documents & dispatched them quickly. I have been very, very impressed with the service and hope to have a long and mutually successful relationship with you. I will be recommending you to anyone who asks me. Thank You.