Reasons to Proceed with Pension Transfer Advice
Published / Last Updated on 07/06/2019
Reasons to proceed with pension transfer advice:
I am likely to phase in my retirement gradually e.g. move to part-time and flexible pensions will help me do this.
I am likely to need varying income from year to year.
I have poor health so my life expectancy is below average and I wish my loved ones to benefit from flexible and tax efficient premature death options.
Flexible pensions will offer me more options for early retirement rather then keeping my existing scheme.
I have significant secure pension income or other assets that produce income meaning I am less dependent on the pension being advised upon.
I am experienced in managing investment funds and pensions assets myself and wish for both myself (or indeed working with an adviser) to manage my pension fund.
I have experience in other investment, property or business sectors that would enable me to make better use of any pension capital to deliver income.
The pension value is so small that it will make little or no difference to my standard of living in the future but I can make better use of flexible pension assets now.
