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Can I transfer in an Occupational Pension Scheme?

Liberty SIPP are able to accept transfers from Occupational Pension Schemes but in some cases will require Independent Financial Advice to be given.

If you are wanting to transfer into Liberty either a Defined Benefit Scheme or a Final Salary Scheme you will need to seek Financial Advice to do so. Due to the nature of these schemes, Liberty must be certain that it is in the best interest of our clients to transfer away from these schemes into a Liberty SIPP.

We can accept transfers of other Occupational Schemes without the need for Financial Advice but prior to opening a SIPP, it is strongly recommended you seek advice to ensure that a SIPP is suitable for your needs.

Please note the value of investments, and any income from them can go down as well as up and you may not get back your original investment. We do not offer advice about the suitability of our products or any investments held within them. Should you require financial advice you should consult a suitably qualified financial adviser

 

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