We need full details of your pension/s

Fill in the online enquiry form. You will then need to input some basic details which will result in an emailed letter of authority. You simply need to print this off, sign and send to us by post. (You can speed up the process by scanning and then emailing the letter back to us at sg@soeconsultants.co.uk or by faxing it to 01453 8236217 but you will need to post the originally signed letter too which we cannot proceed without). We will acknowledge your enquiry by email and apply for your pension details from your provider using your signed letter of authority.

We will analyse your pension/s

Once we have your pension details we will look at your options and the merits of each (including advantages and disadvantages) and then provide written advice and recommendations.

Receiving Benefits

We will advise you on the most suitable pension provider and arrange for your existing pension to be transferred in the shortest possible time so that you receive your Tax Free Cash quickly in to your bank account.

Ongoing Advice

Whether or not you have chosen to take an income from your remaining pension fund after taking the Tax Free Cash, we will offer ongoing investment advice so that you can make the most of investment returns to rebuild your pension fund in line with your attitude to risk and return.