Final Salary Transferwise

We chose the name of 3 companies/individuals from the ‘unbiased’ website and decided that Blackstone Moregate (David Bright) were best placed both technically and location wise to provide us the financial consultations we required. Their response to our initial request was both timely and informative. The advice provided was always very clearly explained in terms that we could understand and also what options were available with my pension pot. Our plans with regard to what we wanted to do with the pension were discussed with David Bright at length over several meetings and the final proposed option exceeded our expectations with what the pension pot could give us as opposed to leaving the funds in my company pension scheme. Finally, David Bright continues to provide excellent post transition support to us and we hope to continue to enjoy and maintain this relationship going forward.

We had a complex SIPP requirement involving multiple pension schemes and a joint property purchase. Our previous advisor had informed us that the chances of getting approved were slim at best and that we should be prepared to wait up to a year for the transfer to complete. We were fortunate enough to be recommended to Blackstone Moregate through a friend. From the outset Richard and colleagues from Blackstone Moregate assured us that the transfer wouldn’t be a problem and that even given the complex nature, they would be able to turn this around for us very quickly. I wouldn’t usually make a recommendation, but I can honestly say the service we received was “first class”. The team were always very responsive to emails and phones calls and guided us through every step of the process. In my opinion they went out of their way to explain things in precise detail, provided much needed reassurance and met some difficult deadlines imposed upon us. My thanks once again to Richard and the team

Vijay Thakkar and Blackstone have helped us with financial planning for 17 years. Over that time he has helped us think about what we are trying to achieve and how we might put that into practice. What we also value is the ‘no pressure’ approach that comes with the good advice we value. We are reasonably financially aware and had noted the high transfer values available on final salary schemes. We were also aware of the utility of DC schemes to shelter IHT. The report from Blackstone confirmed our thoughts and we decided to transfer the pension after discussing the pros and cons with Blackstone. Vijay’s team did a great job of getting the transaction done in short order to make up for our slowness! Excellent attention to detail and personal service as ever.