Early Retirement

Early Retirement Advice

Currently if you are 55 or over you may be able to take early retirement pension benefits from your pension fund however pension schemes operate under many different sets of rules and can prove extremely complicated and difficult to understand. A major change in the pension system is that tax free cash is set at a maximum of 25% of your pension fund. Current pension rules limit the amount you can build up in your pension fund.

If you are considering early retirement we recommend that you seek impartial advice:

Pension Advice

Our Pension Service* provides:-

  • Impartial Quotes & Advice on your retirement options.
  • Advice on transferring pensions and transfer analysis comparing existing scheme benefits with the new scheme.
  • Quotes & Advice on your Annuity Options - You could get up to 40% more income by choosing the right annuity provider for you. Information & Advice on pensions & other retirement income products.
  • Advice on investing capital for income and efficient tax planning.
  • Assessment of your circumstances to find the most suitable type of pension for you.
  • Helping you with the relevant paperwork to ensure that your pension is processed smoothly.

Annuity Quotes

*Our pension service will put you in touch with a network of specialist independant financial advisers who can offer professional pension advice

 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.