Our focus is to improve the overall set up of our clients’ pension arrangements and help them live a better retirement.
Where a more appropriate pension solution exists (compared to your current pension arrangement), we will let you know and then, if a transfer of your pension makes financial sense, we will help you exchange your existing pension arrangement for the more appropriate alternative.
PX Pension Exchange was initially founded via Xpat Limited, under the brand Prism Xpat. Our founders were Actuaries and Financial Advisers who had previous experience working with Actuarial and pension consultancies.
Since that time, our business has continued to develop. We provide our pension advice to local and international clients and deal with the full range of pension advice, including lifetime allowance cases.
For direct clients, we also provide a full wealth management offering to ensure that any pensions which are transferred are properly looked after and invested on an ongoing basis with your retirement aims and objectives in mind.
Our CEO is an Actuary who has focussed on the provision of pension advice for 20 years.
Each of our advisers are qualified as Pension Transfer Specialists, with over 20 years pension experience. The advisers are backed up by a professional and highly qualified administrative team.
We abide by the Pension Transfer Gold Standard.
We have never accepted product-based commissions and always focus on the clients’ best interests.
We look forward to the opportunity to assist you further.