Trusted Pensions, all your pension needs will be addressed professionally to your satisfaction FCA 5 Star Rated Contact 01353 656 080

Managing the process

Trusted Pensions Edinburgh manage the process on behalf of companies taking away the stress and headache. Best of all its a free service. Contact us today to find out more

Managing the process

Pension is an emotive subject to retirees, thus a good plan has to be laid down for its rollout. These plans should be transparent and time-bound whenever the service is needed. At Trusted Pensions, we have the best experts in pension matters who handle their duties diligently. Our services are free, recognised and assisted by the government. Our customer relations boast of quality, reliability and handles appointment in record time.

Pension Related Queries Handled by Trusted Pensions Edinburgh

  • We offer pension advice to our clients. This ranges to simple plans as how much to save, the duration of savings and possible returns. We also offer advice on complex issues such as pension sharing after divorce, wills and Pension synchrony and job changing.
  • If the amount put aside as pension is not clearly located, we can help trace it. This process recommends acquisition of a financial advisor from the onset. They bring in valuable insights on tax breaks and risks associated with pension schemes.
  • If a customer has multiple pension schemes, we advise and help him or her consolidate, and how well to manage the pensions. It is hard to manage several accounts with different pension funds which may end up affecting the financial investment of the pensioner.
  • Some members are not employed directly but have a pension saving scheme. We help in devising ways to self-invested pension schemes. Self-employment is characterised by fluctuation in revenue gained, thus we assist the client in finding a suitable way to save some money without hurting the schedule or the fluctuation.
  • If a customer is planning to retire, Trusted Pensions can advise him or her on investment after leaving active employment. Trusted Pension can help the pensioner to make sound investment decisions that can bring in returns.
  • The transfer of pension accounts from one employer to another can be hectic. We have a way of harmonising these accounts and ease the pension remittance succession. Issues like losing the previous pension due to unceremonious exit from a company might affect your savings plan. We have financial advisors that can help sort out the issue and help make a wise decision.

Why Trusted Pensions Edinburgh is the Best

  • We have been in existence for over 25 years. This experience is characterised with competency, exceptional service delivery and utmost professionalism.
  • Our customer relations department is welcoming and friendly. Their speed in solving customers’ problems sets them out form the rest.
  • Every aspect of our operation is guided by a legal practitioner to make the transactions overboard.
  • Trusted Pensions is revered due to its customer confidentiality policy. All information and advice shared remain confidential to protect the client and his or her interests.
  • Government assisted services are rendered free of charge.
  • We have a professional consultancy department for clients seeking independent pension consultancy.
  • Our fee is among the lowest in the industry with a complaint desk to handle emerging issues.
  • We can connect Pensions to Wills for harmonisation and consistency.
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