Customer helpline: 0800 0662 452
Lines are open 9:00am-4:30pm

Pension review

Why hire a Pension Specialist?

If you already have a pension there are a number of ways to improve it. By undertaking a pension review you're allowing a qualified and experienced Financial Advisor to go through your plan with a fine-toothed comb. They may discover your funds were poorly invested, or that you're paying excessive pension charges or they might find subsequent legislation such as the Pension Schemes Act 2015 have opened up new opportunities.

"Pensions Freedoms" as the Act is commonly known - means anyone aged 55 and over can take the whole amount as a lump sum (pension effectively turns into a bank account), paying no tax on the first 25% and the rest would be taxed as if it were a salary at their income tax rate.

Talk to us today about finding your ideal Pension Specialist.