Are you close to retiring and thinking about accessing your pension?

There are a number of choices when it comes to accessing money from your pension, each comes with different benefits. Let our advisers explain the options that may suit you best.


Pension Review Service

A Pension Review service looks at the type of pension you have set up and the savings pathways it employs.
Reviewing your pension(s) puts us in a position to best advise you on how to improve the value of your pension fund and also whether it is already performing as well as it could.

We feel it's good practice to regularly review your pension(s).
Many people underestimate how long they will live and how much money they need to save to enjoy a comfortable retirement

Do I need a Pension Review?

A Pension Review can help you meet your retirement goals by better understanding the returns you can expect from your pension.

You have a wide range of options when it comes to your pension pot, regardless of who your pension provider is. It's more important than ever in the current economic climate to speak to an expert before you do anything.

Review your pension

Review Your Pension

Many people don't review their pension schemes regularly, this can lead to poor returns from a pension. It's your money and of course, you want the best return at retirement. We can explain to you, all the different options and outcomes you can take in regard to your pension.

pension tracing service

Pension Tracing

You may have lost a pension due to moving house or changing jobs. You can use our free service to find the exact value of any pensions you may have lost track of and we can advise you on whether your pension is in the best place for what you need with the help of one of our dedicated advisers.

Get in Touch

Let us help you to understand your options in order to maximise your income in retirement,
by working with you to understand your pension options.

Call 01708 220816 to find out more about our services.