Pension CETV transfer costs

kbfanclub

Been looking at getting a pension transfer specialist to carry out a transfer but struggling to find IFA's qualified to do it and the few that I have found are quoting 10-15K fees (transfer value 300K).

Can anyone advise of any decent firms that could do this at a fair price or is that a reasonable cost? (feel free to PM me).

dunstonh

Any adviser sending you a PM would breach board rules and would be banned if found out.

This is a public discussion forum. So, if someone has a comment to make to your question then they should do so on the forum and not send you a private message. It totally negates the benefit of discussion boards if people just communicate by PM.

£10k-15k is at the higher end. £3k-£8k is more reasonable. You can get cheaper than that. There are some that you suspect won't be around very long that will do it for less.

kbfanclub

I wasn't looking for an adviser to PM me. I was hoping that someone would recommend an IFA that they had used successfully. £3-£8K is fair enough but where are they?

annaccordion

Sent a PM but can't see it.. dunno if I'm excluded for low post count?
PM me if you didn't get it.

annaccordion

It is a public forum, but I don't have permission to publish the IFA's name in an open forum.
I used https://www.bark.com I got about 8 enquiries 3 of which would do the necessary at 'low' (c.£2.5k!) cost after my position was described - ie I'd already just got the transfer pack and had a virtual 'no brainer' on cetv vs pension, based on lack of dependants, health issues and didn't need to access the cash in the short term. Maybe very different for others.

I also got IFA who declined outright unless I was taking an immediate annuity, and a couple who'd only do a low cost transfer if I was taking ongoing advice.