Unlocking tax free cash
from your pension

You may be able to access the cash locked in your pension, normally 25% of your fund as a tax free sum without having to retire or take an income.
 
If you can confirm the following questions you may be eligible:
 
- You are aged 55 or above
- You are not receiving an income from these pension funds
- Your pension fund is sourced in the UK
- Your pension fund value is in excess of £20,000
 
If you have answered yes to the above and are interested in releasing cash from your pension then please contact us for a free no obligation review to find out how you can proceed.
 
Once we have reviewed your pension we will be able to give you the up to date information needed and work out how much cash you are entitled to release. Our free review often highlights changes in your circumstances which may suggest adjusting your pension fund management such as charging structure, performance and your current attitude to investments. You may also be a more adventurous or alternatively a more cautious investor - which should be reflected in your pension fund investment structure. Any suggestions or recommendations are made inline with your retirement objectives, this usually changes over time, along with global financial fluctuations which is why we always make regular reviews of pension fund situation for all our clients.
 

Contact us now for a free review of your options.

 
You need to be aware that Pension release is only available to UK based pensions. Taking benefits early from your pension will most likely reduce your pension retirement income, is not suitable for everyone and is subject to your individual circumstances. We are authorised and regulated by the Financial Services Authority.