Complimentary Retirement Review!

​Throughout January we're offering you the opportunity to take advantage of our Retirement Options service for free!

This comprehensive service will provide you with clear, jargon-free advice on how best you can best maximise your income in retirement, given your unique and individual needs.

Our team will do all the hard work on the finances for you whilst you prepare emotionally for retirement. All you’ll need to do is talk us through your circumstances and provide some basic details about your existing pensions.

Here’s what is included in our complimentary retirement review:

A detailed fact find for each of your pensions - We will trace and contact all of your existing pension providers to find out the accrued benefits, whether defined benefit or money purchase schemes.

An analysis of your different options for generating an income - We will explore all options open to you for creating an income. With your pensions we’ll consider the purchase of an annuity, enhanced annuity, phased retirement and drawdown for example. We will also consider all of your assets that can be used to create an income such as property, ISAs and business interests.

A summary report of our research - We will give you a printed report that explains exactly what recommendations we are making, why we have made those recommendations (based on the your specific circumstances, your goals and objectives) and the cost of implementing those recommendations.

A one hour face-to-face meeting or telephone call - Our qualified adviser will talk you through your summary report and answer any questions that you might have, either at our offices or over the telephone.

A turn-key transaction service to implement our recommendations - If you want us to implement our recommendations we will liaise with your pension providers to execute our proposals​

Get Our Advice Risk-Free

Your pension could be worth as much as your home and it’s important that you feel completely comfortable with our advice. That’s why we carry out our research, prepare our report and meet with you to discuss your options for free and without obligation. You only pay our fees if you ask us to implement our recommendations. So if you don’t like our proposal, that’s fine. Just say that you’re not happy and you can walk away with absolutely nothing to pay.

Or call our Client Service Team on 0800 989 0029