I worked for a UK based company here in Ireland
for 25 yrs. They folded in 2006. My pension was entrusted to various insurance companies since then . As I'm 59 yrs old I requested a pension statement. Having considered my pension options with the UK insurance company who held my Irish occupational pension , I opted to take the transfer value, move it to Ireland, access the tax free portion and put the balance it into an ARF here in Ireland.
Easier said than done.
The UK company holding my pension would only deal with a UK registered broker even though I was in Ireland and never actually worked in the UK.
This is where Pension Advice come in.
I contacted Chris Crowley and he assured me that he and his team could sort this out .
Naturally enough there was a bit of paperwork to be completed and Louise Williams steered me through that without a hitch. I also spoke to Amy on a couple of occasions and she was very helpful also .
The process took 4 to 5 months and is now completed .The investment advice I received from Chris was first class and well explained. I am now in receipt of my pension and its invested here in Ireland where I want it to be. I consider myself fortunate to have discovered Pension Advice when I did . One of my better decisions without a doubt .
Michael
1 year ago
Pension Advice has a
5.0
average rating
from
101
reviews
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