Investax Pension Transfers Ltd (FRN: 733849) was a financial advisory company based in Swansea, Wales. The firm focused on providing advice related to pension transfers, particularly for clients looking to move their defined benefit (DB) pensions into other arrangements like Self-Invested Personal Pensions (SIPPs). The company faced significant scrutiny over the suitability of its advice, especially concerning the British Steel Pension Scheme (BSPS). Due to a high volume of complaints and being unable to meet its liabilities, the firm ceased trading, entered liquidation in 2021, and was later declared in default by the Financial Services Compensation Scheme (FSCS).

Founded in

United Kingdom