Independent Pension Transfer Advice
Get expert, independent advice. Avoid risks, minimise tax and make the right choices for your money
Talk to the experts
Joslin Rhodes are Independent Pension Advice and Retirement Planning Specialists
In times of uncertainty it’s important to know who you can trust.
When it comes to specialist advice on defined benefit /final salary pensions, not all financial advisers have the FCA permissions needed.
We work with PlanHappy Pension Specialists, who are authorised and regulated by the Financial Conduct Authority (FCA) to advise on Defined Benefit (Final Salary and Career Average) pension transfers.
And, everything is tailored to you and what you want to do, not just the figures.
Do you understand all of the benefits your pension scheme gives?
It could be you’re looking for more flexibility than your current scheme gives, or you’d prefer all your pensions in one place.
But do you know if that’s the right thing to do?
You’ll get clear, independent advice to assess whether staying in or transferring is right for you.
We’ll establish the facts for each type of pension you hold.
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 work with clients who have pensions with ICI, Superdrug, Johnson Matthey, Caterpillar UK, Husqvarna, Northern Powergrid and many more.
Don’t take our word for it…
Meet some of our clients and see what they think of us,
the PlanHappy process and how it’s helped them do what they wanted…
What you’ll get
Let’s face it retirement planning and pension advice can be a minefield, especially when this retirement thing has crept up on you.
As well as answers to your questions, you’ll get a team of 60+ independent pension advice and retirement planning experts available online and in the office all working for you.
You’ll get help with ways to avoid financial risk, minimise tax and make the right choices for your money.
It’s free to find out if we can help
Call today on 033 0133 3035 or request a callback via the form below.
Talk To The Experts
Ready to talk? Our friendly team are here to help. Simply pop a few details into the form and we'll be in touch.
We'll show you:
-
When you can afford to retire
-
How much money you'll need in retirement
-
How to make the most of your pensions and other assets to fund your lifestyle
4.9 out of 5 stars on VouchedFor
"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing"
Mr. W
