UK Pension Transfer Specialists

PX Pension Exchange specialise in providing pension transfer advice on UK defined benefit and final salary pensions. Our advisers are UK pension transfer specialists that will work with you to optimise the best outcome for your pensions. Our pension transfer specialists cover all types of UK pension schemes as well as QROPS. So whatever type of pension you have, if you are considering transferring your UK pension or would like to understand your options. please call us onall +033 (0) 094 7477 or email us at welcome@pensionexchange.com to arrange a free initial discussion.

WHAT WE OFFER
OUR SERVICES
UK pension transfer specialist

WHY CHOOSE US?

PENSION PLAN

If you have a pension scheme, you want to make sure it is working as best as possible for you. However, do you know if there is a pension alternative available which may be better suited to you, considering your own financial aims and objectives?

It costs you nothing to appoint our highly experienced team to undertake initial research for you.

Once appointed, we come back to you to outline your options. Where a transfer of your pension looks worthwhile, we then work you via a full advice process to exchange of your current pension for the better alternative based on the most appropriate option for you.

By making contact, you may be well on the way to living a better retirement.

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OUR EXPERTS
MEET OUR
Our Professional Team

Our team of experts have been specialising in the area of Pension Advice, including Final Salary schemes, on a daily basis since 2002. It our core business.

Katherine Lett
Katherine Lett

Katherine is our Operations Director. Prior to joining us, Katherine has worked in senior management for a number of companies including Friends Life and Prudential, across Retail, Wealth and Corporate markets and brings over 30 years’ pensions experience covering both sales and operations. With a real passion for customers, Katherine has had success developing operational excellence, leading new initiatives and improving customer outcomes. In her spare time Katherine likes to spend time with friends and family, dabble at cake decorating, and enjoys travelling abroad.

Jessica Wilson
Jessica Wilson

Jessica is our Business Development Executive. Jessica’s main role is to help with client acquisition, database management and client development. Jessica’s prior experience includes specialising in Business Development within financial services working with companies located in the UK and Internationally. Outside of work, Jessica enjoys travelling, cooking and spending time with friends and family.

Darion Pohl
Darion Pohl
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Steve Whyburd
Steve Whyburd

Based in London, but originating from South Africa, Steve has over 25 years’ experience working in the areas of pensions and wealth management in the UK and internationally. Steve specializes in offering compliant advice and financial solutions to a wide range of clients, including high net worth. Prior to joining PX Pension Exchange, Steve worked with well known multi-nationals including La Mondiale (French), AMP NPI (Australian) and Canada Life.

Vikki Barrowcliff
Vikki Barrowcliff

Vikki looks after the office to help ensure that this runs as smoothly as possible,so PX Pension Exchange can generate the best possible results for its clients. Prior to joining us, Vikki has worked as an Office Manager, Team Support Officer and Teacher. In her spare time, Vikki is a Volunteer Liaison Group Co-ordinator for an international charity, and has travelled extensively.

Catherine Harford
Catherine Harford

Catherine is a qualified accountant and has worked closely with PX Pension Exchange for over 10 years handling the financial side of the day to day running of the business. Catherine’s main interests when not at work or preparing tax returns are looking after her son and camping.

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