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Our calls are recorded and will form part of our client records. In addition, they may be used for training purposes.

Pension Transfer Experts

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Our Services Contact Us

We Deal only with Referrals from Introducers

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Our Services Contact Us

We Will Help you Access the Advice you Need

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Client Journey

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Introducers

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Welcome to Pension Transfer Experts

We are a professional organisation that deals only with referrals from professional and qualified introducers. If you are a client without a regulated and independent financial adviser, please contact us and we will help you access the advice you need.

If you are under 55 years of age, please contact us before embarking upon the Transfer Journey.
For further information, please contact us.

Pension Transfer Experts are a specialist pension planning company.
Our detailed and individual reports contain product recommendations that are built around our client’s individual objectives and requirements.

Transfer Journey

We guide you along the route.

Start or Continue Your Journey

We will explain exactly what the procedure is from start to finish.

Information for Introducers

All the information and resources you need to guide your client along the journey.

Introducers Resources

Resources to help Introducers.