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Accountants

Harvard Pension Specialists have been working with introducers for over 5 years and have completed in excess of 500 cases on a shared client basis.

As specialists in pensions, we have dealt with most types of queries over the years and have continued to provide a professional service to introduced clients from all introducers. We have a large panel of regular introducers and also some firms who introduce on an occasional basis if the case is complicated.

The types of cases we have helped clients with are:

  • Releasing up to 100% cash from pension funds for business funding
  • Creating guaranteed income in excess of 11% pa with no risk
  • Reclaiming income tax relief on new funds

If you wish to refer a client to us click here.

The Financial Services Authority does not regulate tax advice.

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