Financial Advisors who have adopted the Pension Transfer Gold Standard demonstrate good practice:

  1. Helping you understand when advice is appropriate, before you take it.
  2. Ensuring advice given supports your overall wellbeing in the content of your stated objectives, needs and wants.
  3. Ensuring the most appropriate technical skills are utlised on your behalf.
  4. Ensuring your transfer is invested appropriately.

For further information, you can download the Official Consumer Guide.