The Pensions Office
For advice or quotations for any type of annuity, with no obligation, please call one of our qualified advisors
0845 365 2410 quoting ref WS9
(Advisors are available Monday - Friday during normal office hours)
| Please Select The Type of Annuity Quote or Advice You Require and Click GO | |
| I want a standard pension annuity quotation (includes fixed and variable rates). |  |
| I want an impaired life pension annuity quotation (includes fixed and variable rates). | |
| I want a smoker pension annuity quotation (includes fixed and variable rates). | |
| I want a purchased life annuity quotation (not for pension funds). | |
| I want a quote for an immediate care annuity. | |
| I want a quote for long term care annuity. | |
| I want to discuss my annuity options with a financial adviser (no obligation). | |
| I want advice regarding a pension transfer. | |
The Pensions Office
The Pensions Office Limited is one of the UK's leading Independent Pension Transfer Companies, handling thousands of reviews each year. The Pensions Office was established in 1996 and is authorised and regulated by the Financial Services Authority.
Their principal is Keith Popplewell; he has served as the IFA representative on SIB's Pension Transfer Working Party as well as frequently being commissioned to train regulatory staff on specialist pensions subjects.
The Pensions Office due to their experience, primarily offer their services to other Independent Financial Advisers who do not have the relevant professional qualification to handle transfers of company pension schemes. They are pleased to be able to offer this facility direct to the UKinsuranceNET client. Their team of qualified independent financial advisers will conduct a thorough review of your existing pension arrangements. Once this has been completed they will send a full no obligation report to you, indicating whether it is best advice to transfer your existing benefits.
| Pension Review Process | |
| Step 1 | Complete the review application form and authority to approach trustees. We have attached a set of guidance notes to assist you with this. Return to address provided together with details of scheme(s). |
| Step 2 | The Pension Office will obtain information from the pension provider or trustee regarding the current values of your scheme. Their team of G60 qualified Independent Financial Advisers will then review it to establish if it is in your best interests to transfer. If it is they will then search the whole of the market to establish the best pension provider to transfer it to. |
| Step 3 | They will then forward you a report outlining whether they recommend you transfer and the reasons why or why not. Where applicable they will also enclose an application form from the pension company that they recommend you transfer to. |
| Step 4 | Complete and sign the Pension Transfer application form and return this to us. |
| Step 5 | The pension(s) are then transferred; you will subsequently receive a new policy document from the pension provider. |
If you require assistance in completing the application please contact us on
0845 365 2410 quoting ref WS9.
This site is for information only and does not constitute financial advice.
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