How to identify a pension advisor who's any good

How to identify a pension advisor who's any good

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SVS

Original Poster:

3,824 posts

272 months

Wednesday 7th November 2018
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When it comes to finding a financial and pensions advisor who's any good, are there any tips or things to look out for?

SVS

Original Poster:

3,824 posts

272 months

Saturday 13th July 2019
quotequote all
Many thanks for the advice (which I've followed).

I'm interested in advice about whether to transfer an existing pension scheme. Despite being chartered, my original advisor didn't seem to have in-depth knowledge about this.

Bigcarrot91 said:
What sort of advice are you looking for:
What type of pension to take out?
Whether to transfer an existing DB or DC scheme?
Where to invest your existing DC pension?
Whether to get life assurance or critical illness cover?
What to do with an Endowment (Assurance)?

Depending on the above, the answers could be very different!
Where would you look for reliable knowledge about whether to transfer an existing scheme?

SVS

Original Poster:

3,824 posts

272 months

Saturday 13th July 2019
quotequote all
Thanks. It's defined benefit.

SVS

Original Poster:

3,824 posts

272 months

Saturday 13th July 2019
quotequote all
darreni said:
It’s a specialist area with a rapidly shrinking amount of firms willing to take on such business.
Would you know the names of any firms who still take on this business?