When you use our service to connect to an IFA in your area, we will provide:
You’ll get a call from your advisor within one business day
Free, no-obligation consultation
To discuss your pension needs and retirement goals in depth
Impartial, personally tailored advice
All advisors are carefully selected, independent experts in their field
Transparent pricing with no hidden fees
Know what you’ll be paying before making any decisions
Do I need Pension Advice?
An advisor can offer insight and guidance for a wide range of pension queries:
Find out what the best route is for your retirement
Take the money from your pension as and when you need it
Get a tax-free cash lump sum of up to 25% of your pension value
Set income, either for life or fixed-period, may be your better option.
How much does an Advisor cost?
Our service is free for the initial consultation. Your advisor will charge either:
An hourly rate
This will vary based on the advice provided and will be agreed up-front
A small percentage
Ongoing investment management may be charged at a percentage of the overall value
For one-off services such as transferring a pension or buying an annuity
This may apply to products such as insurance or mortgages