Taking Pension Benefits

As the demographics of the UK's population changes, clients seeking advice on how to take their pension benefits are becoming an ever-increasing part of our business.

Our Independent status allows us to review the whole marketplace to ensure that you obtain the optimum value from your hard earned pension savings.

Our services in this area include

• Providing estimates of current and future benefits
• Explaining the various methods by which benefits can be taken and exploring which of these are most suitable to your circumstances.  If you want to know more about the options available, click here.
• Analysing the rates offered by pension providers and comparing them with the best available
• Dealing with all the paperwork issued by pension providers and completing the necessary forms
• Investigating whether your pension can be enhanced due to your medical history or lifestyle

Many of our clients now utilise flexible methods of taking income, which allow them to remain invested while still taking their pension benefits.  Our Investment and Wealth Management services offer the required expertise to ensure your pension funds are managed effectively.