Pension transfer
Author
Discussion

anonymous-user

Original Poster:

83 months

Wednesday 22nd January 2025
quotequote all
The current administrator of a pension scheme has been bought out and apparently I need to sign some deeds.

My accountant has told me I need some advice, possibly valuation of units etc however, his usual trusted guy is on holiday and I need to sign before the end of January.

Has anybody dealt with a financial advisor / actuary in the Birmingham area who will able to advise?



Edited by anonymous-user on Wednesday 22 January 11:55

dalenorth

930 posts

196 months

Wednesday 22nd January 2025
quotequote all
I use a nice lady in Derby who might be happy to help. Drop me a pm and I’ll share her details.

Simpo Two

92,670 posts

294 months

Wednesday 22nd January 2025
quotequote all
Not my area but should you have to pay an IFA just because somebody bought your pension administrator?

If you just need a valuation I'd ring up/write in and ask for one.

Zigster

1,993 posts

173 months

Wednesday 22nd January 2025
quotequote all
I agree - I don’t think it’s clear what’s going on here.

I suspect it is SSAS related rather than an individual pension.

anonymous-user

Original Poster:

83 months

Saturday 25th January 2025
quotequote all
Rowanmoor/WBR?