IFA
Harvard Pension Specialists have been working with other IFA’s for over 5 years along with Solicitors and Accountants and have
completed in excess of 500 cases.
As specialists in this area of advice, we have dealt with most types of queries over the years and have continued to provide a professional service to introduced clients from all advisers, both Independent and tied.
We have a large panel of regular introducers and also some firms who introduce on an occasional basis if the case is complicated.
We will conduct the full pension advice process as required by the Financial Services Authority. Once the case has completed, we will transfer the ongoing servicing back to the introducer. This means that you are free to develop new relationships whilst building your regular trail revenue via funds under management.
The types of cases we typically work on are:
- Final salary transfer to Personal Pension
- Final salary transfer to Unsecured Income (to access tax free cash)
- Executive Pensions Plans to Unsecured Income via S32 (to access tax free cash)
- Personal Pension transfers to SIPP for property purchase
- Personal Pension transfers to SSAS for loanbacks / property purchase
- SSAS wind ups and transfer to SIPP (to reduce costs and simplify arrangements)
If you wish to refer a client to us click here.