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IFA Pension Consultancy

Specialist Pension Consultancy to other Financial Advisers

Holborn Assets UK are fully qualified as specialist pension consultants and hold the regulatory permissions to advise on UK pension transfers. We provide specialist pension consultancy service to non-specialist and offshore financial advisers.

We assume full responsibility for the advice. To assure compliance with all regulatory requirements, we will liaise with your clients to understand all details of their current pension schemes and transfer needs, provide them with recommendations and execute the transfer.

At the same time, we respect your relationship with your clients and will never solicit other business from them or contact them regarding any other issues. We will also keep you informed of the progress and any other developments at all times. If there are other financial planning needs arising during out work with your clients, we will always refer these back to you.

Once the pension transfer has been completed, Holborn Assets UK will help you transfer all the new arrangements to your agency, in order to make you ready to provide ongoing services to your client, without any delays. If required we can provide an ongoing service facility.

With long time experience and a strong position in pension transfers, we are able to offer very competitive fees. We are also ready to provide a free initial consultation where we discuss the case with you and carry out an initial appraisal of defined benefits, in order to determine whether pension transfer would be appropriate.

Pension Transfer Review Services

Holborn Assets UK can also review pension transfer advice given by other pension transfer specialists who need to meet the professional indemnity insurance requirement for having their cases reviewed.

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