PPRuNe Forums - View Single Post - Can anyone recommend an Independent Financial Advisor?
Old 31st Oct 2023, 21:26
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Originally Posted by B Fraser
Ther

I'm not in the MOD so don't know if you are in a defined benefit or a defined contribution scheme. Each have their own advantages and disadvantages. I have jumped ship a few times so have both. I wrote to my defined benefit scheme and got a transfer value that I thought was excellent. My advisor then told me that they had probably pitched it low to get me to leave it where it is. You need someone with particular training and accreditation to advise you on those.

I hope that is of some help.
Do you think that is possible ? They have to use an actuary which is a rare, highly-paid, professional beast, several grades above an IFA. and not likely to compromise him/herself.
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