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Pension Investigation

When did you last take a look at your pension? Can you be sure your pension is on course to provide the retirement you deserve? Are your payments invested in the fund(s) that meet your investment needs and views?

WE CAN REFER YOU TO OUR TRUSTED PARTENER WHO WILL BE ABLE TO ADVISE YOU ON ALL ELEMENTS OF YOUR PENSION/S.

You may have already started to invest into a pension with previous employers but have no idea on how much your funds are worth, what they are invested in and what you are likely to receive to live on during your retirement. .

As of April 2015 there is now much greater freedom and more options concerning your pension. You have more control over how you receive your money. You can also take up to a quarter of your pension savings as a tax-free lump sum. If your pension pot is £30K or less you can take it all as a lump sum, a quarter of which will be tax-free. Taking a tax-free lump sum will reduce the amount you have to buy an annuity, so the retirement income that you receive will also be reduced. Think about how you would spend the lump sum. You could pay off any debt, or invest it to generate another source of income.

 

Did you know?

"Over 50% of our clients are referrals from other customers we have helped... we must be doing something right!"

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You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

"The Financial Detectives were able to help me achieve my dream of owning my own home when no one else could . In today's tough mortgage climate I was not an easy case, middle aged, self employed divorcee! But they did it!! Their approach is honest and personal and I highly recommend them as a family firm " Kaye Reeves K Reeves, 2017

Daniel Rowden, at The Financial Detectives, provided an excellent service and was friendly and helpful throughout.  Daniel demonstrated a thorough understanding of Relevant Life Cover and was able to provide clear answers to all my queries.  Although we conducted all our business over the phone, Daniel offered to visit me in my office if necessary.  I would have no hesitation in recommending The Financial Detectives to others, and will contact Daniel again if other financial services are required. Bob Thomas, July 2015

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*Please note some of these products are not regulated by the Financial Conduct Authority

Daniel Rowden trading as The Financial Detectives is an appointed representative of HL Partnership Limited, which is authorised and regulated by the Financial Conduct Authority

The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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