• Triage

    New guidance on triage comes into force on 1 January 2019

  • We can help you advise your clients

    Access our pension technical expertise to link up with your SMART pension advice

  • Defined Benefit Pension Transfer Advice

    Regulated, independent financial advice for your clients who require defined benefit pension transfers advice.

Defined Benefit Transfer Advice

Your clients can get advice from the UK's leading pension experts

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Meet the team

John Reynolds

MSc BSc FPFS Chartered MCSI Known as the “Pension Professor”, I am an experienced pension practitioner providing specialist pension advice, technical support and training to […]

Michael Pashley

Technical Director (Investment & Pensions) Based in Scotland, I am an investment and pension planning technician, trainer, and financial adviser. My professional passion is the […]

Keith Bell

Head of Advice and Client Service I am a huge fan of pensions as a subject and as an investment because they can help people […]

Ben Wilkes

Head of Technology I’ve been working with Expert Pensions since July 2017, originally as a Digital Marketing Assistant and now Head of Technology. Whether it’s […]

Technical Support

Specialist technical support for specialist pensions advice

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Testimonials

Working with good people

John and his team at Expert Pensions have worked with us for around 6 months now. The whole team at d2 have always been impressed at the quality and credibility of all that Expert Pensions do and we feel that the services offered by them have added a lot of value and quality to our business and our processes.

Keith Dicksond2 Financial Solutions Ltd

Expert Pensions have provided us and continue to provide us with an excellent first class service. For an all round service, whether it be exam courses, workshops, CPD or Pension Transfer mentoring, I would thoroughly recommend Expert Pensions every time.

Duncan GayTorphin Financial Planning

I have been involved with John and his team now over the last year and can’t speak highly enough of their professionalism, enthusiasm and depth of knowledge. It has rekindled my enthusiasm for pensions and desire for education. Being a knowledge industry, I would encourage you to invest in yourself and your business by working with Expert Pensions.

Graham RobinsonGCR Financial Planning

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Latest blog posts

articles from our experts

PS18/20 “Preparing to give advice”

This short note specifically addresses the importance of a suitable triage, as part of a compliant ‘DB transfer advice’ APTA framework. Two key objectives in […]

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Appropriate Limit Test

Sandra is a financial adviser, and in April 2018 she was contacted by Edward, 59, regarding transferring out of his defined benefit pension scheme. His […]

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Demanding Investment Client

John and Suzanne are switched-on, wealthy individuals, with a sound basic understanding of investment principles and risk. John, 55, is a Chartered Accountant, and his […]

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