Release My Pension

Once you have reached 55 you become eligible to draw your pension. This could be a personal pension you started or one arranged by a past employer. You can access just the tax free cash sum (25% of the fund value) without drawing an income. This process is known as pension release or pension unlocking. We are experienced in sourcing advice in this specialist sector of financial advice. You will be contacted to explain the process, any charges and likely timescales. You will be asked to complete a comprehensive questionnaire that will be used to produce a report on your options. A copy of this questionnaire as well as a complimentary executive pen will be sent to you in your welcome pack. An adviser will help answer those points that are perhaps technical or difficult to understand. Only when you fully understand the implication of releasing funds from your pension will you move to the next stage. On completing the release of your lump sum cash amount , which is paid into your bank account they will send your selected gift - a choice of his or her watches or an M&S voucher. Click on the links below for more information or to apply online.


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