UK Pension Transfer Specialists

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UK Pension Advisory Services

Florin Pensions helps clients to take control of their UK pensions and provide local advice on how to manage them before and during retirement. As part of our services, Florin Pensions provides a complimentary review of a person’s existing UK pension(s) to provide a better understanding of them and determine whether a pension transfer could be of benefit.

Overview of Pension Advisory Services

Consolidation Icon

Consolidation

An initial consultation with a Florin investment advisor representative to discuss your UK pension(s) and retirement plans.

Information Gathering

Information Gathering

After completion of a Florin Authorization Form, we will request statement of benefits from your existing pension plan administrators.

Where you have limited information on an existing pension, our administration team will assist in locating your pension trustee and requesting up-to-date information on your UK pension(s) and retirement plans.

Pension Review

Pension Review

A complimentary review of your existing UK pension(s) is prepared by Florin Pensions.

This pension review will include recommendations regarding a potential pension transfer, pension providers and investment managers where appropriate.

Investment Choice

Investment Choice

Florin Pensions works with established fund managers and providers to offer a range of investment options depending upon the size of your pension and your investment objectives. Such options include discretionary fund management, model portfolios, multi-currency and self execution.

Pension Transfer

Pension Transfer

There is no obligation for you to proceed with our recommendations, but if you do decide to transfer your pension(s), our pension advisory services will guide you through the transfer process.

Ongoing Services

Ongoing Services

After a pension transfer, Florin provides ongoing pension and investment advice relating to your UK pension.

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