Do I Need a Financial Advisor for My Pension || Pension Financial Adviser Defined Benefit & DC Pots
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Before answering the question, “Do I Need a Financial Advisor for My Pension?”, there are things that you have to ask yourself first. In the UK Pension Transfer, the regulations are different for each type of pension scheme. The treatment for Final Salary Pension or Defined Benefit Pension with Defined Contribution Pension is significantly different due to the nature of each scheme.

Another option apart from having a pension financial advisor is by doing everything by yourself. This means, from the initial situation analysis, due diligence, paperwork signing, paperwork submission, pension transfer request, choice of investment, until the portfolio review is taken care of by yourself. While perhaps, it sounds good, can you manage to do all of that work alone without pension financial advisers?

As the UK Pension Transfer Specialist with over 10 years of experience (including the USA and non-UK residents), Cameron James through its CEO and Independent Financial Advisor Dominic James Murray answers the question “Do I Need a Financial Advisor for My Pension?”. Not only that, but Dominic also explains how each type of pension will be treated differently in terms of the need for a pension financial advisor for UK Pension Transfer to the US or other countries where the clients residing in.

Do I Need a Financial Advisor for My Pension? Get Your Answer Here Through Free Initial Consultation With Cameron James’ IFA

You can also Chat with Us Through WhatsApp to Answer the Question, Do I Need a Financial Advisor for My Pension?

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Key Points In This Video:
Can I transfer my Defined Contribution Pension Plan?

Type of UK Pensions
● Defined Contribution Pension
● Defined Benefit/Final Salary Pension

Things to Consider
● Paperwork
● Due Diligence
● Risk Profile
● Choice of Investment
● Portfolio Review
● The FCA and TPR Regulations


Video Timestamp:
00:00 – Intro
00:36 – What Kind of Pension Do You Possess?
01:00 – Defined Benefit/Final Salary Pension
01:10 – Defined Contribution Pension
02:01 – Things To Consider in Do-It-Yourself UK DC Pension Transfer
03:03 – Things To Consider in Do-It-Yourself UK DB Pension Transfer
03:24 – Outro


References and Helpful Links:

About Us:
The Pension Transfer Specialist for UK, EU, & USA Residents 🌏
The Final Salary Pension Transfer Expert USA 🖊
As Featured in the Financial Times 🏅
Existing Clients in 23 US States 🇺🇸
Transparent Fixed Costs 🔍
No Hidden Fees 💰
5-Star Google Review ⭐️⭐️⭐️⭐️⭐️

💼 Dominic James Murray Profile

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