LONG-FORGOTTEN PLANS

MANAGING YOUR PENSION SAVINGS EFFECTIVELY AND EFFICIENTLY FROM A SINGLE POT     IF YOU’VE WORKED FOR TWO OR THREE DIFFERENT EMPLOYERS, IT’S POSSIBLE YOU COULD HAVE A WORKPLACE PENSION FROM EACH OF THEM. YOU MIGHT ALSO HAVE SET UP A PERSONAL PENSION, SO THEY...

PENSION FREEDOMS

Will the new retirement rule of ‘no rules’ offer people a better financial future? FOLLOWING PENSION REFORMS, THERE ARE NOW MORE OPTIONS FOR USING YOUR PRIVATE PENSION POT. SINCE APRIL 2015, SOME PEOPLE OVER 55 HAVE GREATER FREEDOM IN HOW THEY CAN ACCESS THEIR PENSION...

Guide to the Lifetime Allowance

Download PDF Guide What could the further reduction mean to your retirement income? The Government has introduced comprehensive reforms to the pension rules over the previous few years. One important change, which may have been overlooked by some savers, is the...

Guide to Protecting you & your Estate

Download PDF Guide Providing your family with lasting benefits means taking preventative action now Protecting your estate is ultimately about securing more of your wealth for your loved ones and planning for what will happen after your death to make the lives of your...

Guide to Your Options at Retirement

Download PDF Guide New freedoms over how you can use your pension money Deciding what to do with your pension savings is an important step we will all have to take. Following changes introduced in April 2015, you now have more choice and flexibility than ever before...

Guide to Retirement Planning

Download PDF RETIREMENT PLANNING Shaping your retirement plans to best meet your individual needs and circumstances Welcome to our Guide to Retirement Planning. Pension freedoms have transformed the pension landscape, giving more choice than ever before in shaping...