Pension Investigation

 Pension investigations in bristol and the south west

Pension Review

When did you last take a look at your pension? Can you be sure your pension is on course to provide the retirement you deserve? Are your payments invested in the fund(s) that meet your investment needs and views?

You may have already started to invest into a pension with previous employers but have no idea on how much your funds are worth, what they are invested in and what you are likely to receive to live on during your retirement. Our partner provides a full pension checking service to review your current plans, discuss your retirement needs and offer regular reviews to help you achieve your goals.

We will explore the latest news that from April 2015 there will be much greater freedom and more options concerning your pension. You will have more control over how you receive your money. You will be able to take up to a quarter of your pension savings as a tax-free lump sum. If your pension pot is £30K or less you can take it all as a lump sum, a quarter of which will be tax-free. Taking a tax-free lump sum will reduce the amount you have to buy an annuity, so the retirement income that you receive will also be reduced. Think about how you would spend the lump sum. You could pay off any debt, or invest it to generate another source of income.


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