Pensions & Retirement Planning

Pension Transfer Advice

Get honest advice on pension transfers.

We help you weigh the pros and cons to protect your benefits and long-term interests.

What is Pension Transfer Advice?

This is where we assess whether it’s worth moving a pension from one provider to another. Some people consider a transfer for better investment options, lower charges or more flexibility, but depending on your current scheme, it might not be the best option.

Why consider a transfer?

You might be thinking about switching because you’ve changed jobs, been offered a new plan or maybe you’re thinking about moving overseas.

Whatever the reason, it’s important to understand how a transfer could affect things, such as charges, flexibility and any valuable benefits your current scheme might include.

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How we help

At Tipping & Webb, we take a thorough, personal approach to pension transfers.

Our Financial Adviser, Doug, will analyse your current scheme, your plans for the future and any concerns you have. He’ll then explain in plain English whether a transfer would benefit you – or whether it makes more sense to stay where you are.

Everything is handled with care, clarity and sensitivity. We’ll talk through all the pros and cons, help you weigh up your options, and guide you through the process if you decide to move forward.

At the end of the day, we’re here to help you feel calm and confident about your financial choices, with advice that’s clear, fully informed, and always focused on your future.

Speak to us about Pension Transfer Advice

Contact us

What our customers say

  • “Amy has been a wonderful support as we look at getting our first mortgage for a renovation. She has explained everything with a wealth of experience behind her and in terms that even I can understand! We feel incredibly comfortable making such an important decision with Amy to advise and guide us; we couldn’t ask for any more patience and knowledge from this lovely lady. Would always recommend, without hesitation.”

    R. Longley

  • “Fantastic help and advice from day one! Within a few minutes of meeting Dan for the first time both myself and my partner felt at ease and have never felt pressured which is so important, especially when making one of the biggest purchases of our lifetime. Would thoroughly recommend Dan to anyone and definitely those who are a first-time buyer as every step and process is well explained and any questions are always answered promptly with honesty.”

    J. Humphries

  • “When we were just about at our wit’s end with the process of getting our first mortgage, Amy quite literally saved the day (and our sanity!) She was professional, calm and thorough. Fantastic communication throughout the whole process, she managed to secure us a fantastic rate and explained everything to us every step of the way. A genuinely lovely lady, cannot recommend enough.”

    C. Charters

  • “Lisa was recommended to me by a friend and she did not disappoint, fantastic from start to finish. I found a house I wanted to make an offer on, emailed Lisa at 9 pm on a Sunday (not expecting a reply till the following morning) and I had a mortgage in principle by 10 pm the same night. Lisa was always on the ball even through COVID. I honestly can't thank her enough for all her help and will definitely be recommending her to people in the future.”

    D. McCafferty