I-SIPP - independent financial advice on Self Invested Personal Pensions
home   site map  
aboutus whatisasipp investments property sippclub contactus
I-SIPP - independent financial advice on Self Invested Personal Pensions (SIPPs)
Call Me
Latest News
 

Most forms of pension are transferable, but there are some key issues that you should consider when thinking about transferring your pension:

  • Transfer penalties or market value adjustments on leaving or moving your current pension.
  • A comparison of costs between your existing pension and alternative pensions.
  • Any guarantees that apply to existing pensions which would be lost on transfer.
  • A comparison of your entitlement to tax-free cash at retirement.

At i-SIPP we can research your existing pensions and then provide a report on the suitablility and implications of a pension transfer.

If you have any questions or would like an estimate of the cost of a bespoke transfer report please contact i-SIPP on 0870 777 0368 or info@i-SIPP.com

 
  • Up to 40% tax relief on contributions
  • Tax efficient growth, no capital gains tax and no tax on interest
  • Flexible income in retirement
  • Business planning for buying premises, succession issues and tax savings
  • Consolidate your pensions for secure retirement planning



843 Finchley Road, London, NW11 8NA; T:020 8209 9238; F:020 8209 9284; E:info@i-sipp.co.uk
i-SIPP is a trading name of re-financial planning ltd which is authorised and regulated by the Financial Services Authority.
re-financial planning Ltd is entered on the FSA website (www.fsa.gov.uk) under reference 453926.