- Find out exactly how your pension is performing.
- Your current fund size and projected values to your retirement.
- What your dependents can expect to receive
- The investment returns needed to meet your goals.
- The impact of charges on your pension pot.
- Help you track down missing or lost pensions.
- Ensure your pension is as tax efficient as it should be.
- A Personal Pension – Private pensions in your name, where you pay money in, you receive tax relief on contributions your pay.
- A Self Invested Pension Transfer if you are looking to take control of your pension funds and make investment decisions.
- Final Salary pension and are looking to transfer – These pensions are sometimes known as a Defined Benefit Scheme.
- A Defined Contribution or an Occupational Money Pension. Whereby both you and your employer contribute to your own pension fund.
- A Group Personal Pension set up and controlled by you employer with no investment choice or flexibility.
- An Executive Pension that may be set up on an older style of higher charges & fees that are eroding your pensions pot
Pensions & Pension Planning
Select the area of pension planning that you are interested in:
We can help you choose from the best funds, get the best service, aim for more value, more flexibility and make sure you make the right Pension Transfer Choices…find out more…
If you’re aged over 55 and looking for clear, accurate, UNBIASED advice to access up to 25% of your pension fund. We will save you time, effort and expense through relevant, actionable advice you can depend on…find out more…
Self Invested Personal Pensions (SIPP) are great for anyone who likes managing their own investments. We provide a range of market leading investment options through a range of over 4000 investment funds…find out more…