Scotland’s Pension Transfer Specialists

Arrange a no obligation consultation now! Phone 0141 226 2999 or email Stephen or Martin

The Factors That Will Influence Your Transfer Value

A defined benefit pension transfer is the sums paid from a defined benefit pension or final salary pension scheme when a member chooses to withdraw their entitlement. Usually, this cash sum transfer...

Is A Final Salary Transfer The Right Option For You

What is a final salary pension transfer? If you are nearing retirement, you might be considering the best solution on how to move from a life of work. With a variety of options to choose from, a...

The Top Advantages of Defined Benefit Scheme

Rather than depending directly on individual investment returns, a defined benefit pension scheme is a specified pension payment, lump-sum on retirement or a combination thereof, promised by the...

Final Salary Transfer Explained

With a Defined Benefit (DB pension scheme, the amount of pension you will receive upon retirement is based on how long you worked for your employer and the salary you earned. A DB pension has...

 

What’s your pension worth? Try our Pension Calculator

 

Welcome to Investax Pension Transfers

We provide a highly personalised service along with clear, honest guidance for anyone considering transferring their Final Salary Pension (also known as a Defined Benefit Scheme).

Our aim is to earn your trust by helping you to develop a long-term retirement strategy, enabling you to benefit from high transfer values and have complete flexibility over your finances throughout your retirement.

About Us

As an independent company, we clearly set our focus on our clients’ best interests. We are not attached to a larger firm or organisation, and this enables us to maintain our objectivity at all times and provide our clients with the best possible advice to help them to achieve their personal and business goals.

Our approach to each client is as unique as they are. There’s no formula or pattern. Our methodology is tailored to each of our clients’ individual circumstances, aspirations, attitude to risk and goals. We will provide you with a clear financial direction that helps us to understand your objectives, and whether a Final Salary Pension transfer is the right option for you.

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