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Our guides are free to download. Updated for 2021 and written by a UK qualified Pension Transfer Specialist, our guides cover pension, retirement and tax topics.
Our free online pension transfer quiz was designed by a Chartered Pension Transfer Specialist.
Answer a set of planning questions to find out whether a transfer from a defined benefit scheme could be right for you!
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Whilst every care has been taken in the preparation of our website and publications, they are intended as a guide only. Readers are advised to seek professional regulated financial and tax advice before making any changes to their planning or investments. Our publications, including website and guides do not offer investment or pension advice and nothing in them should be construed as investment or financial advice. Our publications, including guides and website are not, and should not be seen as, a recommendation to use any particular investment or planning strategy.
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