Client ServicesThe Financial Advisers we work on behalf of offer a fully comprehensive service, providing both technical guidance and all supporting documentation for permitted savings and pension scheme investments, transactions and transfers.

For example:

  • Personal Pensions (including GPP, SIPP)
  • Occupational Pensions/ final salary schemes
  • New Individual Savings Accounts (NISA)
  • Cash investments
  • Insured investments
  • Bonds

We do have processes in place to progress each type of investment in an efficient manner.  However, we are very open to adjusting processes to provide a more bespoke service that better suits your IFA business needs.

Caledonia Pensions uses an industry recognised secure online record keeping system, this keeps all customer data secure while at the same time making it accessible to your designated financial advisor or their para planner who might need to check the progress of each case in order to ensure a smooth journey from existing scheme holder to the investment chosen for you by your IFA.

We will always ensure the integrity of the data we use and the security of customer information.  Our service fulfils all FCA and Data Protection requirements.

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