Wealth Management

Once a new pension scheme is established, we ensure that your funds are properly set up and invested in line with your attitude to investment risk.  As well as simply looking after the pension transfer, once the new pension scheme is established, PX Pension Exchange works with you to ensure that any funds which are transferred into the new pension scheme are properly managed on an ongoing basis.Our expertise in this area is provided through a combination of in house expertise as well as through external consultants.

This is all part of our CARE philosophy, to ensure that your pensions are properly established at the outset for your retirement and once the pension exchange has occurred and the optimal set up has been put into place for you, your pensions continue to be looked after appropriately over time.

This provides you with peace of mind for your retirement.
Scroll Up