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Once you have completed the below Fact Finder, signed (and returned to our office) the Letter of Authority / Provision of Financial Advice forms we can send away for your transfer details to find out what we can and can't do with your possible pension transfer. We will produce your FREE pension transfer report allowing you to consider your options.

Personal Details

Overseas Pension Scheme Details

Last Employer Details

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PLEASE NOTE, we also require you to fill out this Letter of Authority. Please print it out and send it to us.

The prompt personalised response from the website was great. I especially liked the helpful nature of the service and at no time felt pressured into making a choice I wasn't comfortable with. A great service I would recommend. Jenny Read more testimonials