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Two Final Salary Schemes - SIPP Transfer

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Comments

  • tacpot12
    tacpot12 Posts: 9,527 Forumite
    Tenth Anniversary 1,000 Posts Name Dropper
    Just seen the comment about getting this done before Christmas. That isn't going to happen. The IFA will have to write to your existing schemes to get up to date CETVs, and wait for these to come through, then do the analysis, and then discuss the results with you. The actual transfer once requested should take three to four weeks.
    The comments I post are my personal opinion. While I try to check everything is correct before posting, I can and do make mistakes, so always try to check official information sources before relying on my posts.
  • Aegis
    Aegis Posts: 5,695 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    I normally tell people not to expect the transfer to actually complete until about the 4-month mark. Before Christmas? No chance.
    I am a Chartered Financial Planner
    Anything I say on the forum is for discussion purposes only and should not be construed as personal financial advice. It is vitally important to do your own research before acting on information gathered from any users on this forum.
  • goRt
    goRt Posts: 292 Forumite
    Part of the Furniture 100 Posts Combo Breaker
    First Equitable was best value for me a few months ago, great service - I call FCA to ensure I had a proper IFA and I that I was actually speaking to First Equitable
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