Our Process

PX Pension Exchange works to find the best possible pension option for you, and then (where in your best interests and with your authority), we exchange your existing pension arrangement for a better alternative so you are set up properly for your retirement, knowing that your hard earned pensions are working as best as possible for you.

We consider our client’s needs and objectives as being central to any work which is undertaken. We care about each one of our clients to ensure they obtain the best possible solution. We have hence developed a CARE process which we follow closely in undertaking our work.

Consider

We carefully consider your financial situation, aims and objectives in working out your most appropriate pension option.
This involves obtaining an initial background to your own situation and that of your pension scheme.

Analyse

Once the information has been obtained, we analyse your existing pension to ascertain whether it is the most optimal set up for you.

Research

We research the market to ascertain the best possible pension arrangement for you.
This includes a full market review across multiple pension types.
We then present our findings to you in written as well as verbal form – so you properly understand the advice and next steps.

Exchange

With your authority we work with you to exchange your pension from the old set up to the new, and then provide ongoing assistance to help look after your new pension arrangement as and where required.
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