Transfer values quoted on PensionLine are illustrative only, and are intended to facilitate initial conversations with an Independent Financial Adviser (‘IFA’) if you are considering a transfer.
Once a guaranteed quote has been requested and issued, it is then guaranteed for three months. Further quotes cannot be requested during this three-month period.
Guaranteed quotes can expire if the trustee does not receive all the required documentation within the three-month period or if there are issues with the documents provided which cannot be resolved within that time.
If a guaranteed quote expires, a new guaranteed transfer value quotation can be requested. A fee of £300 is charged for providing an additional guaranteed quotation within twelve months of the last request.