HDC - The Pension Transfer Specialists

HDC has been trading as a Pension Transfer Specialist since June 2002.

During that period of time, we have gained significant expertise. This has been accrued practically, resulting in an in-depth knowledge of many pension schemes. We have undertaken transfers from all types of plans. We also deal with Retirement Planning (Drawdown), Pensions & Divorce, as well as providing technical pension support to our Adviser clients.

Heather Dunne ACII FPFS (Managing Director) has been in the Financial Services business since 1985.  Her experience was acquired in many different technical, training and sales roles. This gives us the expertise to help our Financial Adviser clients in the most practical manner with the entire sales process.

Some of our Introducer clients have been entirely new to this area of advice. We have assisted them with their first ever case and gone on to support their growing confidence. Other Adviser clients have a great deal more expertise and only require minimal technical support.

We generally work very closely with our client Advisers and like to build a long term relationship, assisting them with both new clients and those with whom they have had on their books for many years.

We are aware that there are competitor firms who provide similar services, though we understand these may be more restrictive and less adaptable.

We are a small firm and, though we are expanding, we are determined to retain the friendly service for which we are known.

We believe it is this flexibility, combined with the administrative support we offer and Heather's depth of knowledge, which gives us the edge.

Heather has designed systems to ensure consistent standards and formats for all types of business. This enables us to maintain the same standard of report writing and allows the team to develop their technical skills. In simplistic terms, data gathering will be undertaken by assistants, but the final report drafting will fall to Heather. All job specific training will be undertaken in house. All members of staff are expected to acquire qualifications at the highest level. Any further additions to the team will be brought in as required so that the company ethos is maintained.

We do not deal directly with the public; our services are only available in conjunction with Authorised Financial Advisers.


Our Background

HDC has been assisting Financial Advisers with Pension Transfers for many years. We are experts in this arena with a significant amount of practical experience and technical knowledge.

Initially, HDC worked solely with firms which had permissions to undertake Pension Transfers. We continue to offer this service, which many of our Adviser clients find very useful. This enables them to spend their time with the end client and be certain the compliance requirements are being met.

Heather Dunne has been officially appointed as Pension Transfer Specialist (PTS) to numerous firms over the years. In many cases, this has allowed the firm to obtain permissions to undertake transfers under their own authorisation. Those firms have then used HDC's services to support their advice process.

Heather's authorisation enables us to undertake Pension Transfer work on a referral basis via HDIFA in conjunction with HDC. This means that Introducers i.e. Advisers who do not have Occupational Pension Transfer permissions, can also access our services.

Our clients are often Financial Advisers who specialise in Investment Advice and are to acquire funds under management. They therefore need help with releasing funds from Occupational Pension Schemes. Usually, they do not have the time and/or expertise (and don't want to take the risk!) to deal with this specialist work.

Occupational Schemes include both defined benefit/final salary and money purchase/defined contribution (CIMP, SSAS, EPP & S32). We can arrange the transfers compliantly, efficiently and in a friendly supportive manner, allowing the Financial Adviser to retain their client relationship.

If you are interested or are aware of any Financial Advisers who might be interested in these services, do please get in touch.


News Feed

Merry Christmas from all at HDC Limited

Posted on: 14 / 12 / 2017

Exam Sucess

We are please to announce that our Operations Manager, Seb Sherburn, has successfully passed his AF3 exam - Pensions Planning. This is a great career progression for Seb and and a huge help to HDC, as the company continues to ...
Posted on: 15 / 06 / 2017

Exam Sucess

We are pleased to announce that three of our Technical Assistants, Lauren, Nina & Lewis have all passed their RO1 exam - Financial Services, regulation & ethics.Congratulations to them all.
Posted on: 20 / 04 / 2017

Latest Addition to the HDC Team!

We would like to announce that Jade, our Initial Report Team Leader, has given birth to a beautiful baby boy.Heather and all the team send their love and congratulations to Jade, Sam and baby Beau. 
Posted on: 16 / 02 / 2017

Testimonials


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Contact Information

Email:

Info@hdclimited.com - for any queries.

Telephone:

01233-756-711

Address:

Units 4-6, Burnt House Farm Business Park, Bedlam Lane, Smarden, Kent TN27 8PG. 01233 756 711

Please Note:

Our Post Code will lead your Sat Nav to "Swifts Green Farm", rather than Burnt House.

When approaching from Headcorn this will be on the left.

Please ignore this destination and continue driving for about half a mile, you will then see a group of black farm buildings on the right, these are our offices.