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You can contact us on 01633 859555 or Initial meeting is free of charge.


If you're seeking advice in relation to pension transfers and other complex pension matters, Niche Pension Specialists are uniquely qualified to help you make an informed decision.

We are authorised and regulated by the FCA, have been awarded Corporate Chartered Status by the CII and have been granted the Pension Transfer Gold Standard by the PFS. Plus, with over 35 years of combined retirement planning experience, our team of pension transfer specialists are here to help ensure a comfortable and fulfilling retirement.

Stage 1: Triage

For you to decide if you truly need to pursue regulated independent financial advice on a potential transfer of your pension, you’ll first need to go through the “triage” stage. Here, you’ll be invited to watch a short video explaining the benefits and drawbacks of transferring your pension. This has been designed in order to help you make an informed decision as to whether you really need advice or not. This stage is a mandatory requirement for everyone considering a pension transfer. We cannot proceed unless the video has been watched and you feel you still wish to enter the advice process.

Abridged Advice or full Pension Transfer Advice

Having completed the Triage process, you will then be asked whether you would like to receive Abridged Advice, or Pension Transfer Advice. Click one of the following options to find out more:

Abridged Advice
Pension Transfer Advice
View fees You can contact us on 01633 859555 or Initial meeting is free of charge.
Chartered Financial Planners
Pension Transfer Gold Standard
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