We work for you - Happy couple enjoying retirement

We work for you - happy couple smiling

 

Our service can advise on:

Final Salary

To advise on Final-Salary (also called Defined Benefit) pensions, independent financial advisers need specific professional qualifications. We have all the necessary qualifications to assess and advise on final-salary pensions. It is a legal requirement should your final-salary pension be worth over £30,000 to get financial advice from a fully qualified independent financial adviser to transfer out your pension.

Pension Consolidation

It’s critical to keep a close eye on your personal pension savings. Moving your pensions into one policy could potentially make it easier to manage and reduce the chances of losing track of your money. We can advise on whether pension consolidation is in your best interests and if you can save money on charges by moving your personal pensions and we can manage all the transfers for you.

Pension Drawdown

We can help you to access your tax-free cash if you’re over 55 years of age, or if your pension doesn’t allow drawdown, move your pension to give you more flexibility. Our pension experts can offer advice on the best way of accessing your funds and highlight the impacts of taking your money early could have on your future.

Retirement Planning

If retirement is on the horizon, our financial advisers can help you to put a plan together, to make sure you’re on track for the comfortable retirement you deserve. We can also advise on if buying an annuity or taking your pension through pension drawdown is the best option for you and your future.

Pension Assessment

Pension performance can be volatile, and your private pension could decline in value quickly. We can check your pension performance to ensure you are not losing out on valuable pension funds for your retirement.

Pension Transfers

When considering transferring your pension(s) to another provider, there are many things you need to think about, but our Independent Financial Advisers can work through all the options to help you make informed choices.

 
 

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About us

ISO 9001 accredited – meeting the international standard for quality management

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Independent & transparent – we are not tied to a single pension provider

Authorised and regulated by the Financial Conduct Authority – for your
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