We’ll work with you to understand the type of retirement you aspire to and enable you to take back control of your finances with regular statements and updates. We will look to take advantage of the most advantageous pension freedom options and secure an income meeting ongoing needs.

If you have paid up/ preserved pensions from previous employment or need ‘what if’ funding scenarios to consider, we will contact the old scheme and obtain up to date valuations, which will help us ensure you are achieving the best returns for your chosen level of risk and your personal circumstances.

We can look to combine your schemes and with you to analyse holdings such as:  occupational and auto- enrolment schemes, annuities, flexi-access and income drawdown, stakeholder pensions, (SASS) Small Self-Administered Schemes, (SIPP) Self Invested Personal Pensions (including commercial property investments), Executive Pensions and (NEST) workplace pension scheme.  

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