Transfers

Your clients can transfer the value of their existing retirement arrangements into the Pru Flexible Retirement Plan.

They could potentially improve their current terms and benefit from:

• Having all their savings including protected rights in one place
• The flexible product features of our FRP, including access to the SIPP options
• AMC discounts. The longer your clients keep their pension with us, and the larger their funds grow, the lower their AMC could be.

For personal pension transfers you'll benefit from:

• Our Transfer Value Analysis System (TVAS)*. This offers clear guidance on the implications of transferring your clients' benefits.
• Our specialist transfer desk. A dedicated team will give you support and guidance around the actual transfer process and deal with the ceding pension provider. As well as potentially saving you time, money and effort, your commission is more likely to be paid earlier because of our proactive chasing of the business through to completion.

* Transfer Value Analysis System (TVAS) is provided by Chambers Townsend Consultancy

For transfers into the income drawdown plan we also offer a transfer service where we can progress the transfers on your behalf through all the stages.