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D&G Awarded Occupational Pension Transfers Accreditation

18-May-2016

Gary Slater, Director and IFA at D&G Independent, has recently successfully been awarded the FCA accredited IFS Award in Pension Transfers (AwPETR). This additional qualification, along with his Level 6 Diploma in Investment Planning (DipIP) and special permissions from the FCA, allows Gary to provide professional advice on occupational pension transfers and opt outs.

This is a highly complex area of retirement planning and has been brought more into the public domain by the recent government changes in pension legislation. The current low annuity rates and gilt yields have highlighted the need for everyone who has a former employer’s pension or who is considering retiring with a works pension, to seriously consider the new options available to them.

Every client and their circumstances are of course different but you should seek face to face professional financial advice before making any life changing decisions. 

Before taking that advice, check that the adviser and the firm is registered with the FCA   https://register.fca.org.uk and that they have the necessary permissions to give advice on pension transfers.  There are too many unqualified scam and con artists advertising their services and only exist to rob you of your pension.

If you are under 55 and wish to access your pension, the FCA have issued specific warnings about this problem.  https://fca.org.uk/consumers/scams/early-pension-release-liberation. Talk to us if you’ve been approached and need advice on what to do.

Gary has 16 years as a financial adviser, and can also provide advice on your existing personal pension. Often such pensions have not been reviewed for many years; charges can be high, funds can be underperforming and you may be taking too high a level of risk for your circumstances. 

There is no charge for having an initial chat about your circumstances. We can meet at our office in Mold, which has plenty of free parking or at your home or place of work if more convenient. As you’ve taken the time to read this article, thank you. Pensions and retirement planning are clearly on your mind at the moment, so don’t delay, contact us now.


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