HDC For Advisers
A complete support service for Financial Advisers who have permission to undertake transfers from Occupational Schemes

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 the consultants at the advising firms 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 the team along with writing the suitability reports and Heather oversees all the work produced. 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.


What we do

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.

We work in the background to arrange the transfers compliantly, efficiently and in a friendly supportive manner, allowing the Financial Adviser to retain their client relationship. 

We offer Pension Transfer support to financial advisers; enabling them to arrange transfers from Occupational Pension Schemes efficiently and professionally under their own name.

Very few other firms offer these services; most operate on a referral basis. We have worked in this way since 2002. We look at the individual circumstances of each case to enable advisers to make a positive recommendation in accordance with regulatory requirements.

We work closely with our adviser clients. We help them so they can spend more time with their clients, improving and strengthening the relationship. Our role is to complete the background work, enabling them to meet client needs. Our process reduces our adviser clients' risk; not only at outset, but also in the longer term.

You will have access to Heather's expertise via HDC. HDC offers a full research, support and report writing facility to advisers. All advice will be provided under the auspices of your own firm but we will be there to support you in the process.

HDC offers a full technical and practical support service for Pension Transfers

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

Advising on Pension Transfers

This relates to the policy statement issued by the Financial Conduct Authority on Monday 26th March 2018. Heather has prepared a summary, which is significantly shorter than the policy statement. Click here for the summary.
Posted on: 04 / 04 / 2018

Business As Usual

Following a week of adverse winter weather, we are pleased to announce the office is now back open.
Posted on: 05 / 03 / 2018

Office Closure

Due to weather conditions the HDC offices are closed. We will update you via this news page.
Posted on: 27 / 02 / 2018

Greater Need for DB Advice

The requirement to be able to provide advice in relation to DB Pension Schemes is going to become even more important over the next few years.Click here for full document.
Posted on: 22 / 02 / 2018

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If you are interested in using our services or would just like to know more about how we work, please complete the form below and we will get back to you at the earliest opportunity.

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Contact Information

Email:

stacey@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.