Is your pension with your previous employer?
Discover our tailor-made process to unlocking your past pension with a free consultation call today
If you're considering a pension transfer, it's crucial to work with a trusted and experienced financial advisor. At Elevate Financial Planning, we understand that pension transfers can be complex and overwhelming. That's why we offer a bespoke service to meet your unique financial needs and goals.
Our independent and impartial advisors are dedicated to identifying the best possible options to suit your unique situation. They will provide you with all the information you need to make informed decisions about your pension transfer, and work closely with you to determine the best course of action for your specific circumstances, ensuring a smooth and stress-free experience.
Contact us today to start your pension transfer journey with confidence.
What are the benefits of a Personal Retirement Bond?
Earlier access. Option of 50 instead of 65
Trustees no longer have control of this pension and the asset is now in your name
Probate avoided if anything happens to you, your family receives this fund tax free
More control of the investment of your pension funds- funds will generate better returns than default funds.
Ongoing annual service of your pension
Why Choose Elevate Financial Planning?
14+
years experience
400+
Happy Clients
€30 Million
Assets Under Management
The Process
The process is very simple and transparent
