About us:

Pension Drawdown 4 bankers is a trading name of The Pension Drawdown Company Ltd. We are independent, whole of market Chartered Financial Planners offering a personal service specialising in pension drawdown for over 17 years (established 1999).

We are pension transfer specialists which means we are appropriately qualified and experienced in advising clients on transferring out of final salary schemes to be classed as “specialists”.

Being Chartered alone does not necessarily qualify a Financial Planner to advise on Final Salary Transfers. We have invested in our team through training and high level professional qualifications resulting in advice provided by not only Chartered, but also Fellowed professionals who are authorised Pension Transfer Specialists.

As Pension Transfer and Pension Drawdown Specialists we are uniquely positioned to help you navigate the pension transfer landscape.




PROFESSIONAL QUALIFICATIONS


Our experienced staff come from different academic backgrounds and between them hold a broad spread of professional qualifications. Many hours of study have been invested to achieve them. This demonstrates a high level of technical expertise behind the advice services provided.

They include:

  • Fellow of the Personal Finance Society
  • Fellow of the Association of Chartered Certified Accountants (FCCA)
  • Diploma in Financial Planning
  • Diploma in Lending
  • Diploma in Management
  • AF3 Advanced Pension Planning
  • J09 Para-planning
  • BA (Hons) Business Studies Degree specialising in quantitative & qualitative analytics
  • BA (Hons) German & Geography
  • BA (Hons) in Management Science
  • BSc (Hons) Mathematics
  • Certificate in Business & Finance Management (CIB)
  • Certificate in Discretionary Management
  • Certificate in Financial Services
  • Certificate in Long Term Care Planning
  • Certificate in Mortgage Advice & Equity Release
  • Certificate in Mortgage Advice and Practice
  • Certificate in Securities Advice and Dealing
  • Citizens Advice Bureau Certificate in Generalist Advice
  • Trustee Toolkit (Distinction in DB & DC)

If you would like to find out more or review your own position please contact us by email or call us on 0800 03 04 008