Matthew Wagener Dip PFS CFPTM Chartered FCSI IMC
Matt is a Level 7 Chartered Wealth Manager and experienced Pension Transfer Specialist who leads our advice team with the full support of our highly qualified and experienced team of actuaries.
Many of our actuaries spent a number of years from the mid 1990’s to the early 2000’s specialising in final salary pension redress calculations for individuals badly advised to either:
- transfer their deferred benefits out of their company final salary pension scheme,
- to opt-out of their final salary scheme and take out a personal pension,
- take out a personal pension instead of joining their company final salary scheme.
Final salary pensions are a complex area and both our advice team and actuarial team strive to ensure that informed decisions are made regarding any transfer of final salary scheme benefits.
Our objective is to use our expertise to present information in the correct way to enable all the options available from the scheme to be evaluated and to identify which one is in your best financial interest.