Scotland’s Pension Transfer Specialists
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.
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.