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Pension Transfers
“Pension transfers are all over the press. We will only say YES to a pension transfer if it is on your interests to do so.
The decision to transfer commences from a NO position and it is only after our qualified pension transfer specialists have undertaken all of the necessary research and cash flow modelling and then tested the outcomes against your priorities, needs and wants and your attitude to risk and capacity for loss that we will present our view to you.
You cannot practise this one….it’s a once in a lifetime decision and it needs to be right”
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