Download your enquiry Form
It’s free to find out your options
Over the years we have helped thousands of people release funds from a range of pensions, from Personal Pensions, to previous employers such as Sainsbury and Whitbread along with most of the Local Government Pension Schemes throughout the UK.
Our initial consultation is free so you can find out a significant amount about whether transferring your pension is suitable for you. It is only if you proceed to Full Advice that charges apply.
Once you have read the guide and have decided you would like us to look into the options available to you, follow the simple steps below:
1. Print off and complete Enquiry Form
Grove Pension Solutions Limited
Freepost RSTL – ZLAX – RSBX
New Grove House
Please note if you have more than one pension, you will need to print off and complete one Enquiry Form for each pension..
Make sure that you sign your form, because without your signature as authorisation we cannot look into your pension options..
Once we receive the completed enquiry form, we will contact your pension provider and request all of the information relating to your current scheme e.g. size of fund, pension type and benefits.
Whilst this is going on, we will also send you some generic information, known as our Triage service, this will help you understand a little more about the implications of transferring a Defined Benefit pension scheme.
2. Fact Find
It’s essential that we provide our clients with the right advice for their specific situation. With all of the information gathered from both yourself and your pension provider, we are able to provide Abridged Advice.
This is a free service and results in a written report, detailing you circumstances and a little information about your pension scheme. You will have an opportunity to discuss the report with one of our FCA regulated Pension Specialist advisers. They will explain your options and answer any questions you have.
The outcome of this report is either transferring your pension isn’t suitable or, we have insufficient information to say. In order to find out if transferring is suitable, you will need to progress to Full Advice, where a fee will be charged, whether you transfer your pension or not.
We will post you our Full Advice recommendation, written in plain, easy to understand language, detailing our advice and why we have come to that conclusion. If you have any questions or need clarification on any points, you can discuss this with your adviser.
If we have recommended you proceed with transferring your pension, we will include all the relevant paperwork for your completion.
Once we are in receipt of your written authorisation, we arrange for the transfer of your pension. If you are taking a cash lump sum the funds are paid directly into your bank account.
The process is now complete.
If you would prefer us to send you the Enquiry Form via Royal Mail then please telephone us on 01959 534 082 or email us on email@example.com.
Remember that sending us your enquiry form in no way commits you to anything and there isn’t any cost to you for simply finding out your options.
This service only applies to pensions in the UK. Taking benefits early will almost certainly reduce your pension income in retirement and is only suitable for a limited number of people and circumstances. This should not be seen as an easy option for raising cash.
At all stages I was completely satisfied with the help I got. At every stage I was made aware of any pro’s and con’s of pension release.
I found Grove Financial advice helpful and informative in all stages of the (Pension Release) process, I would recommend them to any friends and family who needed impartial advice on financial matters.
The people who dealt with my case were very helpful & non judgmental about the reasons why I wanted the case payout. Everything was explained to me thoroughly and the risks highlighted. Although this course of action is not for everyone, it has been a lifesaver for me. Thank You.
I wanted to release some of my pension money ( tax free ). Grove Financial were extremely helpful in every way from start to finish. No problems were encountered throughout. I Would strongly recommend them, many thanks.
I did not think such a good service existed but it does. Grove customer service really does look after the customer.
After wasting so much time on sites belonging to “big players “. I selected an unfamiliar one belonging to Grove Financial and never looked back – excellent service and commitment.
I had no pre-knowledge of what would be involved in pension release so I was pleased by the professionalism and friendly service offered by your organisation, things were explained in a clear and concise way so I would have no hesitation in recommending your services to other people.
I found Grove Financial Services to be an efficient and helpful company who I believe will do the best for their clients.
Found your service to be very professional. Your staff were polite and friendly ready to explain / clarify any query I had relating to release of my pension fund(s). Even went the ‘extra mile’ to update me via phone and text.