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.

SAGE FINANCIAL SERVICES LTD IS AUTHORISED AND REGULATED BY THE FINANCIAL SERVICES AUTHORITY

Sage Financial Services Ltd is entered on the FSA register (www.fsa.gov.uk) under reference 150452.

This site provides information intended for UK financial advisers only.

Sage Financial Services Ltd. Registered in England No. 01205090. Registered Office: 1 Nicholas Road, London, W11 4AN.