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Thanks. We've received your enquiry

We’re processing the information you’ve given us, and finding the right pension drawdown advisor for you.

They’ll be calling you shortly to arrange your free consultation. Usually this is done over the phone. But you may be able to do this face to face at the advisor’s discretion.

What happens next?

Sit back, relax

We’re connecting you with the right advisor based on the information you’ve given us.

Speak with your advisor

They’ll be calling soon. All the advisors we work with are pension drawdown specialists.

Understand your options

You’ll be advised on all your options and which route is best for your retirement needs.

Your retirement income

You must speak with a financial advisor before you can access your pension via drawdown. It’s also important to speak with your advisor to understand all of your options.

That’s why you’re offered a free consultation, with absolutely no obligation to go ahead with any options that are presented to you.

Get the most out of your free call

So you can be prepared for your initial consultation, there are certain details about your retirement plans that will be discussed:

  • 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 everything they can to help you find the right option for your retirement lifestyle.