Everyone wants to make their money go further. Pensions are often overlooked in this, despite being someone’s largest asset. We are encouraged daily to be savvy and proactive in changing energy or broadband providers to get a better deal.
But what about your pensions? When was the last time you reviewed them? Do you even know what they are invested in? What their performance was last year? What fees you are paying? Could you improve your pensions?
Used & Approved by Expats in 23 countries across 6 continents.
Clients know how much their advice will cost in advance. No extras.
Direct line to your Dedicated Adviser. No hold music.
Our Advisers see thousands of Expat situations. We know your needs.
The average time for a pension transfer is 3-4 weeks. Depending upon the type of pension with DB transfers taking longer and DC transfers shorter. In our experience, exemplary paperwork and streamlined communication are keys to faster transfers. Errors lead to longer transfer times. International SIPP transfers are generally quicker, while QROP transfers take longer.
Nobody likes surprises. At CJ our clients know exactly how much their financial advice will cost before they proceed. We have initial advice and set-up fee of 1-3% depending on the size of your investment and an ongoing annual management charge of 1% – Our Costs.
Absolutely not. There are no nasty lock-in periods with CJ. If you are ever unhappy with our level of service you are free to leave without cost. This keeps us on our toes to continue delivering our high quality of service.
Your policy will pass directly to your named beneficiaries which you state in your application process. So you have peace of mind that your loved ones will automatically receive your assets. No messing around.