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 PARTNER 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!”

Our office is OPEN, you can call us right now on

01823 210386

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