Holborn Assets Limited

Front St W
Toronto
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+1 6 476 406 645

Specialist Pension Advice regarding your UK Pension assets.

The service offered is to create a comprehensive report on your UK pension benefits. This entails submission of a letter of permission to the relevant ceding schemes and collating the data over a number of months. Only when the data is available can a suitable letter of recommendation, supported by factual data be presented for your consideration.

Legislation specifically states that all UK Occupational schemes require a statement from a UK FCA authorized independent adviser confirming that advice has been provided and containing the necessary information set out in The Pensions Schemes Regulations 2015.

We are authorised to provide DB (safeguarded) transfer advice, we will counter-sign the discharge forms or provide a letter to confirm that we have provided the advice in the prescribed format. This is a standard part of what we do and the cost of this is deducted from your transfer if you proceed. If you don't proceed or we don't recommend the transfer, there is no charge to you.

Remember there is no financial commitement on your behalf to enter into the audit process and the task is simply to put you in a position so that you can make some informed decisions about what your retirement options are.

The guidance and/or advice contained within this website is subject to the UK regulatory regime.

 

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