Pension Release is a term used to describe gaining access to a tax free cash lump. The pension in question may be an occupational one i.e. arranged by a former employer, or a personal one.

Buying an annuity is very often a once only decision. Get it wrong and you may be stuck with that decision for the rest of your life. It is, therefore, vital that expert, specialist advice be sought in what may at first appear to be a relatively simple area, but is, in fact, a very complex one.

We are specialists in the field of retirement planning and pensions and can help you to make the most of your retirement provision either before, or at the time of taking benefits (also known as vesting).

We will work with you to establish your objectives and priorities and show you how best to structure your arrangements to minimise tax, reduce risk and obtain the level of income you require, either now or in the future. We will also show you how to protect the assets you have built up and ensure that as much of your wealth as possible is passed on to your loved ones.

Getting the right pension is now more important than ever. Remember it’s Your Pension, Your Life, Our Independent Advice.  Please call us if you wish to make the most out of your pension.