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quick call regarding your pension transfer
is it something you are still looking to move forward with?
HMRC compliance
Heritage
Have your file in front of me
If you are interested in finding a bit more info
My club, reverse takover into papillon
schedule for listing last week of november
pre ipo investors....currently 900 or so....
a normal investment plan you cannot invest in pre ipo shares
not liberating your pension, you get a marketing fee back 10-15%
hmrc approved, 6 forms need to be completed....happy to come and meet face to face
pack from heritage to be sent to you
process is calling your current provider and say you are transferring out. sign section 1 and send to new provider. they sign and say they are the new provider
we can send you the forms to invest in unquoted shares. SSAS and SSIP
Key difference with a ssas you become your own trustee so you can make your own decisions. you can invest into whatever you want.
     
 
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