Direct Clients

We provide independent specialist pension transfer advice to meet the advice requirement for members of defined benefit pensions and defined contribution pensions providing a guaranteed annuity.

We provide independent transfer advice to meet the requirements for members of arrangements with safeguarded pension benefits, including defined benefit pensions.

Our service follows the rigorous procedures designed to meet the requirements of the FCA (our UK Regulator), to ensure you are provided with the recommendation which is in your best interests.  

Our mission is not to facilitate transfers but to provide the correct regulated pension transfer advice. We adhere to the standards of the UK pension transfer  gold standard. 

The starting position is to assume that a transfer will be not be suitable.  Once we have provided our advice, irrespective of the outcome, we will issue the Confirmation Of Advice (COA) letter to your pension scheme, if you so request.

However, if we recommend against a transfer but you still wish to proceed, we will not be able to assist you with any subsequent transfer. We also cannot guarantee that there will be any providers willing to accept a transfer in the event of advice against a transfer.

Please note, due to the three month guarantee limit provided for transferring, we have strict time limits within which we will accept instructions to advise. Further information is available on request. In the event that the remaining term of the Transfer Value is insufficient, you may need to ask the Scheme Trustees for an extension of the three month deadline or to request a new Transfer Value.

New Transfer Values frequently differ from previous ones and can go up or down. We cannot be held responsible for any subsequent variations in value.

Would you like to speak to an FCA regulated IFA?

We are fully qualified specialist pension consultants
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Pension Transfer Experts is a trading style of Holborn Assets Ltd which is authorised and regulated by the Financial Conduct Authority. Holborn Assets Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under firm reference 648817.  Holborn Assets Ltd is registered in England and Wales No. 09046342.  Registered address: Suite 5, Chester House 79 Dane Road, Sale Cheshire M33 7BP.

This website and the information contained within it is directed at individuals resident in the UK.

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Suite 5, Chester House, 79 Dane Road, Cheshire, M33 7BP
0161 969 2646
[email protected]

If you wish to register a complaint, please write to [email protected] or telephone 0161 969 2646.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

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