Unlock My Pension

For those over 55, unlocking your pension is a way of releasing up to 25% of the value of your fund as a tax free cash sum. As a last resort this can be a good way of using your fund to perhaps repay debt or pay for other vital items. The process allows you the opportunity of a lump sum (tax free) while delaying drawing your pension income or taking one-off income payments. Once a questionnaire (a 'Fact Find') is completed you will be sent your welcome pack. This contains instructions on how to proceed, an explanation of charges, a choice of gifts on completion as well as a quality pen with our compliments. Unlock My Pension will source expert advice on the best way to proceed and ensure that you are given regular updates on progress. A report pack will be sent to you advising whether or not to proceed with releasing cash from your pension. It can take a while to collate all the information needed to produce a recommendation. Good advice is worth waiting for and that is the commitment we make - to find you the right advice for your circumstances from an industry expert.


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