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Shell Pension Fund – Should You Consider Your Transfer Options?

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Hi John,

This short video may be of interest, specifically to Shell Employees.

I have personally spoken with guys who have already started to take their Shell pension, and they have been most dismayed to learn about what they could have had, in the way of a cash equivalent transfer (into their own retirement trust) and the massive improvement that such a move heralds in relation to passing their fund to their wife and kids, in addition to the possibility for higher growth between now and retirement and higher levels of income at retirement, than if they were to stay in the Shell scheme.

From the Shell clients that we have worked with, transferring out of the Shell scheme has almost been a ‘no brainer’ when we’ve looked at what Shell are willing to provide in the way of transfer value. Furthermore, wouldn’t you rather pass your pension fund to your family rather than back to Shell PLC when you die?!

About me; experienced financial professional – considerable experience in Oil & Gas industries, authorised and regulated by the UK Financial Conduct Authority (formerly Financial Services Authority).


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Best regards,

Russell Hammond BA (Hons) MSc Dip PFS ACSI
Senior Partner
AES International, Global Wealth Management
Mobile: +44 754 5060 690 | Tel: +44 203 051 7999 | Fax: +44 207 084 7750

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