Transfer Services for IFAs

If you need to transfer a pension, Blackstone Moregate has specialists who are qualified to do this. With the FSA increasing its scrutiny of such matters, it is crucial that the relevant expertise and due diligence is carried out for this type of work. We offer you a full analysis and report with recommendations as
to whether a transfer should take place. We will assist with the transfer implementation and assume full PI responsibility. Blackstone Moregate acts impartially with clients, only providing a third-party specialist support function; we will not act for the client in any other matter and will leave on-going servicing with the adviser.

If you would like to discuss transferring a pension, please contact us.