Drawing down your pension can seem very appealing. The main attraction is freedom and flexibility. Choose how much to take and when, or even whether you want to leave some to loved ones. However, like all choices there are usually benefits and risks associated with each option. This could be around tax liability, guaranteed returns or just making sure your money lasts as long as it needs to, to support you through life.
Choose expert independent advice
Your expert adviser will guide you through these options to make sure you're fully equipped with all the knowledge you need to make the best decision for you, your family and your future.
We can advise you on:
Get advice on accessing your pensions
The normal minimum pension access age is currently 55. However some schemes have rules where you may be allowed to access the plan early. We can establish the facts for each type of pension you hold.
It's free to find out if we can help
Your free initial consultation gives you a great opportunity to get all the questions off your chest. Just give us a call on 01642 52 55 11 or fill in the form and we’ll call you back.
Located in the North East, our offices are easy to get to if you live in Tyne and Wear, Teesside, County Durham, Northumberland or North Yorkshire.
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“Very professional as always - everything explained in detail in a very friendly manner with no pressure. Thanks for looking after my finances.”
"Provided some clarity and feel that it will provide a good start towards retirement planning."
"Very glad I made appointment. Very useful consultation which has helped clarify my ideas about my pending retirement."