Flexible Drawdown | Final Salary Transfers | Pension Solutions - Call 020 33 55 4827 Now !!
 

IFAs and Professional Advisers

Best Pension Annuity is a trading style of Platinum Financial Consulting    
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Flexi Access Drawdown Home Get your Free Flexi-Access Drawdown Quote Final Salary Pension Transfer Get Tax Free Cash from your pension IFAs & Introducers
Your Pension Fund is a valuable asset that was intended to provide income in your retirement.  Please think carefully before making an irreversible decision
 
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Advice Service for Regulated Professionals

We offer a service to regulated financial services professionals who do not hold FCA permissions to advise on pension transfers.

We will take full responsibility for the advice and ensure your customer receives the outstanding service which has been the cornerstone of our business success. We will offer advice that is in the customer's best interests which complies with the FCA’s guideline ‘Advising on pension transfers – our expectations‘ and COBS 19.

We will provide a comprehensive report detailing reasons for recommendation and if a transfer takes place we will complete all regulatory paperwork to facilitate a transfer*. Following advice, we will follow through with all appropriate action including transfer. Following advice, or transfer, the client is free to return to your agency if you have permissions to provide on-going pension servicing. The client must remain under our agency if you do not have permissions to provide on-going pension servicing. If the transfer remains with us, we are able, with the client’s agreement, to give you information on the pension on an annual basis or as requested.

We are able to pay an introductory fee for cases presented, subject to the completion of the advice process. This will be up to a maximum as stipulated in the introducers agreement at the time.

For more information on our introducers service, please call 020 33 55 4827. To apply for an introducing agency please click here to download our application form.

* We would only refuse to transfer in a situation where we had major concerns that the customer did not understand the implications of their decision, or where we believed they would do significant financial damage to themselves and / or their family. 

 
You can call us on 020 33 55 4827 Now !!
 
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Defined Benefit Pension Transfer Advice
Retain your Customer
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No minimum referral quantity
No minimum fund size
Fully compliant - COBS 19
Double compliance checked
Outstanding customer service
Dedicated transfer team
Use the button below to download our initial enquiry form to register your interest in becoming a professional introducer
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Please Note : The new Pension Freedoms place a great deal of responsibility on the customer to make the right long term decision about their pension fund and how it is used. While Government Ministers say they "trust" people to make the right decisions, they will not have to deal with the financial consequences of a customer making the wrong decision. Your pension fund was intended to provide you with a long term income in retirement, if you take it all as one lump sum you may find yourself with little or no income during the later years of your life. This website does not give personal financial advice, you should think very carefully before making an irreversible decision. If you are in any doubt please request our independent financial advice service or speak to the Govenment's free guidance service Pension Wise.
 
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  This website is for information purposes only.
This website DOES NOT contain personal advice based on your circumstances.
 
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Best Income Protection is a trading style of
Platinum Financial Consulting
The Old School House, East End Road
Bradwell-on-Sea, Essex, CM0 7PY
 
 

 

Telephone : 020 33 55 4827            Fax : 0871 277 1422            Email : info@platinumifa.co.uk

AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY

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FCA Registration Number : 227014

 
 

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