Book Your Free Appointment
✅ Talk with a Qualified Adviser at the time convenient for you, to understand your possible options.
📈 Our Adviser will send a Free Advice Report (apart from DBs) to help you make an educated and informed decision.
💡 If you've done your homework, you will know Defined Benefit Advice requires a Pension Transfer Specialist.
Simple, Transparent & Straightforward
If you have a DB Pension, Steps 2 & 3 With PTS
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Our FAQ section includes the questions asked by our existing Expat clients. If you don't see your question - Ask us and we'll answer it.
The average time for a pension transfer is 3-4 weeks. Depending upon the type of pension with DB transfers taking longer and DC transfers shorter. In our experience, exemplary paperwork and streamlined communication are keys to faster transfers. Errors lead to longer transfer times. International SIPP transfers are generally quicker, while QROP transfers take longer.
Absolutely not. There are no nasty lock-in periods with CJ. If you are ever unhappy with our level of service you are free to leave without cost. This keeps us on our toes to continue delivering our high quality of service.
Nobody likes surprises. At CJ our clients know exactly how much their financial advice will cost before they proceed. We have initial advice and set-up fee of 1-3% depending on the size of your investment and an ongoing annual management charge of 1% – Our Costs.
Your policy will pass directly to your named beneficiaries which you state in your application process. So you have peace of mind that your loved ones will automatically receive your assets. No messing around.
Watch Our Dedicated YouTube ChannelOur CEO breaks down UK Pension Transfer topics into weekly bitesize explanations for you.
All videos are for informational purposes only and are not intended to be construed as financial advice.