Smart guidance for life’s biggest financial decision

Your Options At Retirement

Turning your pension into income is one of the biggest decisions you can make, and you have several options on what to do with your pension savings.

The importance of accessing the right advice is vital, since there can be unexpected tax implications if the wrong decision is made. 

Our helpful infographic outlines the main changes to personal pension freedoms from 6 April 2015.

With freedom comes great responsibility
For advice on all your options to make your money last a lifetime, contact us to book a free pension consultation now.

* A pension is a long-term investment not normally accessible until 55 (57 from April 2028). Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested

Working with the team has given me confidence in dealing with the very complex options in today’s pension environment.

Jeff from Derbyshire

Contact us or request a callback to discuss your requirements

Investment

Use our expertise to help you benefit from a better designed investment solution

Protection

Let us review and arrange the right protection for you and your family

Mortgage

Let us take the hassle and complication out of arranging the right mortgage for you

Retirement

About to retire or still saving, let us ensure you are on the right track

Estate Planning

Careful estate planning is necessary to protect your estate and assets for your children

Scroll to Top