Insight.Out Financial.

Independent 137 - 141 Holywood Road, County Down, Belfast, BT4 3BE
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
28th October 2019
Pension Transfer Specialists. Our client's are at the heart of our business.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Employee benefits
    • Stockbroking services
    • Long term care
Meet our advisers
adviser-person
Jayne Gibson MSc
Managing Director
Accreditations
Chartered Financial Planner
Where to find us

137 - 141 Holywood Road, County Down, Belfast, BT4 3BE

Make an enquiry
About us

Know your Pension Transfer Options Insight.Out
Planning for retirement has never been more complex and perplexing. Historically, for many individuals with final salary benefits the options were straight forward - a lump sum at retirement and a pension for life. However, recent changes in legislation and other economic factors have meant that these gold-plated benefits are started to look a little tarnished.

Insight.Out provide specialist pension advice. We have customers nationwide and our Pension Transfer Specialist is one of the highest qualified and experienced adviser in the UK. We adopt a highly personalised approach to your retirement planning needs.

Occupational schemes generally provide benefits on a one size fits all basis and cannot provide the flexibility afforded by pension freedom legislation. Funding is an issue, schemes rely on the continued financial success of the sponsoring employer to make up the deficit and continue to pay ever increasing costs. Having said this, these schemes provide very valuable benefits which should not be given up lightly, and in many cases retaining these benefits will be the best option. It is important therefore to consider your individual circumstances, needs and objectives, and how these benefits fit into your wider financial planning needs.

Our services

We adopt a highly personalised approach, and listen carefully to what you have to say. Understanding you is central to our whole process.

It is a huge responsibility advising people about the next stage of their life after work, and we do not take this lightly. For most people making decisions about their pension will be the biggest financial decision they will have to make and can have life changing consequences.

It is a great privilege and honour to help guide my clients through the maze to a stress free and fulfilling retirement.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0