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Pensions & Retirement Planning

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With the state pension age increasing, savings interest rates at an all time low and inflation reducing the value of cash in real terms, it is important now more than ever to ensure we are making adequate provision for retirement. 

As pension freedoms include the freedom to be irresponsible, as well as flexible and creative, all options should be considered with an open mind.

Our initial consultation is free of charge, however long it takes. For your reassurance, we will never levy a charge unless we can demonstrate that we can benefit you in doing so.

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Well, what can I say! Marvellous team, all superbly helpful and patient. Thank you - Mrs J, Taunton

Key products

  • Personal Pension Plan

    To be eligible to invest in a PPP and receive tax relief, an individual must be under 75 years of age.

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  • Pension Annuity

    A lifetime annuity pays a guaranteed income for life from the funds built up in your pension plan.

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  • Flexi Access Drawdown

    Drawdown is a way of withdrawing benefits from your pension without purchasing a lifetime annuity.

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  • Pension Death Benefits

    It is usually possible to complete a nomination form specifying what you would like to happen on death.

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  • Tax Free Cash (UFPLS) Full Withdrawal

    25% of your pension fund may be taken tax free, with the balance taxed at your marginal rate.

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  • Tax Free Cash Series of Withdrawals

    Taking a series of uncrystallised pension lump sums is effectively a form of phased retirement.

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The above is a selection of the more popular products. If you require a factsheet for a product not listed, you are welcome to ask. Simply request a call back or make an enquiry using the facilities above right. 

The Financial Conduct Authority does not regulate tax advice. The value of investments can fall as well as rise. You may get back less than you invest