Are you worried about securing your pension transfer or not having enough time left on your CETV? Do you have questions about what paperwork is required or what to expect during the process?

We know that for most people, when it comes to pension transfers, especially for sizable pensions like one or two million pounds, the question is, at what point can you be physically guaranteed that your money will be transferred to your SIPP or QROPS, without the risk of needing a second CETV or the pension value decreasing from your scene scheme? The answer is simple: you must go through the entire advice process first.

By watching this video, you will learn about the steps involved in securing your CETV and the potential pitfalls to avoid. You will gain a deeper understanding of the paperwork required and what to expect during the entire process.

We will walk you through the entire advice process and explain the importance of the Financial Advice Declaration (FAD), your signed transfer out forms, and the receiving scheme form. We will also provide valuable insights and tips to make the process smoother and avoid last-minute panic.
Don't miss out on this valuable information. If you're approaching your CETV or have questions about the pension transfer process, this video is a must-watch. Subscribe to our channel and hit the notification bell to stay up to date with all our latest videos.

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Video Timestamp:
00:14 – When Will Your Pension Transfer Process Done?
00:43 – The Financial Advice Declaration
01:15 – Proceeding As Insistent Clients
01:45 – What the FAD Mean
02:15 – Transfer out Form From the Ceding Scheme
02:39 – New Scheme Provider (SIPP or QROPS)
03:34 – How You Can Secure Your CETV
06:23 – Why You Should Process CETV Early
07:59 – The MAPS Call
09:06 – Outro

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Key Points In This Video:
✅ Importance of the Advice Process
✅ Financial Advice Declaration (FAD)
✅ Signed Transfer Out Forms
✅ Receiving Scheme (QROPS & SIPP)
✅ Due Diligence on Ceding Scheme and Yourself
✅ Timing Considerations
✅ Paperwork and Document Handling
✅ Final Steps for Securing CETV
✅ Challenges and Possible Delays

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