[email protected] | 01506 632929 | Monday to Friday 9am-4pm
[email protected]

01506 632929

Monday to Friday 9am-4pm

Pension Advice

We are a one-stop technical and advisory resource for all pensions. We will do research, obtain your scheme information on your behalf and outline your options with your pension.

Our team have access into literally 100’s of years of experience, expertise and intelligence build-up in pensions since 1970’s: we are pension people.

We provide advice, guidance and help on all types of UK pensions. We also have full permissions and professional indemnity cover to advise on all types of UK pension schemes.

Pension types we can advise on:
  • SIPP Property purchase
  • Pension Income drawdown
  • SSAS trustee management
  • Salary sacrifice
  • LTA and AA calculations
We are also able to offer guidance on:
  • Pension Flexibility provisions
  • Lifetime Allowance, Annual Allowance and Benefit
  • Crystallisation Events
  • Pension Commencement Lump Sums
  • Authorised & Unauthorised Payments
  • Rules for Scheme Pension, Lifetime Annuity & Drawdown Pension
  • Types of permitted Death Benefit and LSDB, and how to handle them
  • Transfers to Overseas Schemes, including the rules on QROPS
  • Enhanced, Primary and Scheme Specific Protection of pension & TFC rights
  • Effects of FA 2004 and subsequent Finance Acts (2006, 07, 08, 10, 13 & 14)

Read more?

Get in touch?

We work exclusively online. All our meetings are conducted on online, recorded and saved for your protection and ours.

If you have any questions, please get in touch with a member of our team.