ChatterBank1 min ago
Are The Halifax A Safe Bet For Financial Advice?
9 Answers
I ask because i´ve got to do a pension transfer, but was told to seek financial advice first before proceeding. My pension company who hold my pension funds, have sent me a form full of typical financial jargon, and has a page attached devoted to a financial adviser.
thanks in advance
thanks in advance
Answers
Best Answer
No best answer has yet been selected by piggynose. Once a best answer has been selected, it will be shown here.
For more on marking an answer as the "Best Answer", please visit our FAQ.Tha Halifax will only offer you advice on their own products .. so not a good idea.
Better to do a bit of research and find an Independant Financial/Pensions adviser.
Firstly check if they will offer a free consultation and then check their fees. Find out if they charge by the hour, or if they charge a percentage of the sum intended to be transfered. Best to see what you think after an initial meeting before commiting to complete a transfer.
Better to do a bit of research and find an Independant Financial/Pensions adviser.
Firstly check if they will offer a free consultation and then check their fees. Find out if they charge by the hour, or if they charge a percentage of the sum intended to be transfered. Best to see what you think after an initial meeting before commiting to complete a transfer.
It may help us if you can tell us what type of pension you currently have ( company scheme or private pension) and the reason you feel you need to do a transfer. Also where do Halifax fit in? Your existing pension scheme are understandably wanting you to get financial advice- they are worried you might make a legal claim later they shouldn't have let you transfer out
Related Questions
Sorry, we can't find any related questions. Try using the search bar at the top of the page to search for some keywords, or choose a topic and submit your own question.