PX has become a go-to pension transfer specialist – working across all types of UK pension schemes, including final salary schemes, to help optimise pension holdings. Our focus is to improve the overall set up of your pension arrangements and help you live a better retirement.
If you already have a financial adviser we are happy to work with them to provide you with the specialist advice you need if it’s outside their usual field.
Our founders were actuaries and financial advisers who had previous experience working with actuarial and pension consultancies. Our early work was focused on providing pension advice to expatriates and emigrants – which we still do – but over the years our UK-focused advice has become an important part of our business. We deal with expats around the globe. For Australian clients, we have a dedicated Australia office.
Today each of our advisers are AF7/G60 qualified as ‘Pension Transfer Specialists’, and we abide by the Pension Transfer Gold Standard. As a business we have the permissions to provide advice on ALL of the pension options open to you.
We now have 20+ years’ experience in providing 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 help ensure that any pensions which are transferred are properly invested and managed on an ongoing basis with your retirement aims and objectives always in mind.
Our advisers are backed up by a professional and highly qualified administrative team.