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Pension Transfers

Most people find that over time you build up a number of pension plans as a consequence of moving employment and other changing personal circumstances, which make accounting for and managing your pension provision difficult.

It is a legal requirement of all pension schemes to allow a transfer to an alternative arrangement. Transferring your pension funds can have a great deal of advantages, if, for example, you have a significant number of schemes in place or you have a poor performing policy and wish to potentially improve the quality of future returns.

A great deal of care should be exercised when contemplating a transfer, particularly if you have benefits within an Occupational Pension Scheme with an ex-employer, and you must seek our advice before proceeding.

We offer a free pension review service, whereby we can help you assess the quality of your existing arrangements and determine the most suitable method of proceeding without obligation.


Whitehead Group Ltd is authorised and regulated by the Financial Services Authority. The firm is entered in the FSA’s register and our registration number is 118229. You can visit the FSA site at www.fsa.gov.uk/register
This site is for information purposes only. For advice on any investment matter please contact us. Every effort has been made to ensure the information displayed is correct. This will not exclude or restrict any duty that Whitehead Group Ltd has under the Financial Services and Markets Act 2000, or, any other relevant legislation. The information on this site is intended solely for the use of UK residents, as laws and regulation outside of this jurisdiction may differ.