Pension Investment Advice

When it comes to providing for your retirement too many people are doing too little too late. We provide pension advice and we believe that putting away even a small sum early on can make a big difference to the lifestyle you will enjoy when you retire.

The golden rule for pensions advice is to not rely on the State alone. Modern pensions benefit from tax breaks and nowadays, you can even contribute to your pension if you don't work.

Pension legislation dramatically changed on the 6th April 2006, to see how this may have affected you, our pension advisers will personally appraise your pension situation. Pension legislation is subject to further change.

Why would I need a review?

In the good old days there were 12 different types of pension contracts governed by different rules and regulation. Over 50 companies offered different variations of these contracts that varied in cost, investment choice and flexibility.

Since April 2006 the pension landscape has changed and your old pension contract may be inferior and outdated.

New pension contracts generally offer:

More investment choice
More choice for how and when you take your pension
A more generous tax-free lump sum
More competitively charged

For more information regarding pensions advice and pension investment please contact us on 01633 415 340 or contact us here

Please note that initial pension advice consultations are free of charge and at no obligation.