Further Accreditation for Bailey Cook

Monday 1st June 2020

We are delighted to announce that Bailey Cook has been awarded the Pension Transfer Gold Standard accreditation by the Personal Finance Society, which is part of our professional body, the Chartered Insurance Institute.

We are very pleased to have been recognised for our experience and expertise in this complex area of financial planning, in addition to our existing status as a firm of Chartered Financial Planners.

There are multiple issues for individuals to take into account when considering transferring valuable guaranteed company pension benefits into a personal pension arrangement. We are committed to providing the strongest support, information and advice to help our clients make the right decision for their circumstances and objectives.

Financial advice firms which adopt the Gold Standard have committed to an advice process that is underpinned by adherence to nine principles. These are designed to empower individuals to:
• Make an informed decision on whether a transfer of their pension benefits is appropriate for them.
• Help in understanding what good advice in this area should look like.

If you would like to learn more please click here to go to the Personal Finance Society website.