We’ll process the information you’ve given us, and find the right pension specialist for you.
They’ll call you shortly to arrange your free consultation. It’s important you take their call, as for many it’s a legal requirement to seek advice before taking your pension.
Please note, consultations are usually done over the phone. You may be able to do this face-to-face but please ask your advisor.
What happens next?
Sit Back and Relax
We’re connecting you with the right adviser based on the information you’ve given us.
Understand Your Options
You’ll get a call to advise you on your options and the best route for you to take in retirement.
Make Your Decision
What you choose is up to you. We always follow up with a service call to make sure you’re happy.
Taking an Income via Drawdown
If you’re interested in taking your own retirement income using drawdown, be aware that for most people it’s a legal requirement to speak with a financial advisor first.
Not only that, they’ll help you understand whether drawdown’s the right choice, as well as helping you understand your other options.
That’s why you’re offered a free consultation, with absolutely no obligation to go ahead with anything until you decide it’s right for you.
Getting the most out of your free call
We want you to be prepared for your consultation. Here’s what you’ll discuss:
- How long you expect to draw your income over
- How you want to handle the investment of your retirement fund
- How much income you can or need to take
- The tax implications of income drawdown
- The level of investment risk you’re willing to take.
Don’t worry if you aren’t sure about any of this. Your advisor will talk you through everything, and do whatever they can to get you the best possible deal.
100% Satisfaction Guarantee
You deserve to speak with a dedicated pension expert who best meets your needs. For your peace of mind, all advisors we work with are fully regulated by the Financial Conduct Authority.
If you’re not completely happy with the pension expert you’re introduced to, we’ll connect you to a different FCA-regulated advisor for free - no questions asked!
Just give us a call on 0800 008 6065.