We recognise pension transfer and pension drawdown can be a particularly time consuming and onerous area, but one that it is important if you are to provide comprehensive advice to your clients.

As it can be difficult to arrange, especially if you don’t hold the necessary qualifications, we created the Pension Transfer and Pension Drawdown Bureau. It’s designed to support you when operating in this highly technical and potentially risky area.

Registered with the FSA, our trained, professional service takes full responsibility for the advice provided, paperwork generated and all compliance aspects. For a fixed fee plus a minimal percentage of the transfer amount, your client can access this service with you managing the relationship.

Terry Gale runs the Pension Bureau and can be reached on 01625 667 000 or alternatively you can email him at terry.gale@sagefinancial.co.uk.