Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

£500 Cash-back offer – pension transfers. Don’t miss out.

Don’t you hate having to keep track of all those old pension plans? Now is the time to do something about consolidating them into one, modern, online, user-friendly plan.

Until 10th January 2021, Hargreaves Lansdown is offering cashback of up to £500 as an incentive to transfer all those old plans to their award-winning Self Invested Personal Pension Plan.


Pension plans are no different from many other products. Over recent years technology has reduced costs, increased functionality, and made products more user friendly.

A pension plan taken out 10 or 15 years ago is about as effective as a 10 or 15-year-old mobile phone.

With a modern plan, you will get better investment choices, more flexibility, lower costs and access to on-line valuations so that you can keep a close check on how things are going. Bringing all those old plans together means you will have just one account and only need to deal with one provider. How good is that?

However, transferring pension plans is not at all straightforward. There is loads of guidance on the HL website but if you would like the added security of guidance from someone with more than 40 years pension experience why not book a free 30-minute Zoom chat to find out more.

You could go to a regulated financial adviser, but they do not like using Hargreaves Lansdown, so you will miss out on the cash-back and could find transfer fees as high as 3% of the funds transferred.


Retirement Risk Zone: If you are in what I call “The Retirement Risk Zone“ – the three years before retirement and the three years after – this is a particularly important time for you, so do please get in touch. Just use this link to book your Free Zoom chat. Make the wrong decision, or no decision, now and it could have a major impact on your lifestyle for the rest of your life.

How good will it feel to know that, at long last, you are on top of your retirement planning and can look forward to the future with confidence? Is it safe to do it alone or do you need someone with more than 40 years as a pension expert on your side?



This document and our on going services are not personal advice. We'll give you all the help and guidance you need to make your investment and retirement decisions, but we can't advise you. If you're not sure whether you need regulated financial advice we can put you in touch with a suitably qualified and experienced regulated adviser. Because we are not regulated by the Financial Conduct Authority you will not have access to the Financial Ombudsman Service in respect of any complaints. If you use one of the "no advice" on line services to handle investment transactions they will be Regulated and you will have access to the Ombudsman and The Financial Compensation Scheme in respect of their services. The value of investments/pension plans can fall or rise depending on market performance. The Retirement Team and The Investment and Retirement Coach are trading names of Capture Success Ltd Reg No 01825075 Tel 07770575122

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