A pension is a pot of savings started either by yourself or by a company you've worked for. If you've worked for more than one company, chances are you have more than one pension! Pensions offer us a way to invest a pot of money over time and do so without paying any tax during the time the pot remains within the pension. For that reason, we think pensions are a very useful thing to have! Talk to us today about how we can help you track these down and understand what they are doing for you.
No. Our goal as a business is to make pension advice accessible - no matter the size of your pension. Come talk to us, and our team of experts will do their best to help.
Absolutely. It's really common for our customers to have more than one pension. Our goal is to make life easier and to put more control back into your hands. Talk to us today about how we can help.
That's a great question. We have a pension calculator here that can help you understand this, at a high level, but we also know that everyone is different, and if you choose to have a conversation with one of our team, we'll run through the things that matter to you so we know what comfortable to you means.
We certainly can! We have a team in place that specialise in investments and have the benefit of many years of experience, all here to help you.
While your money is invested within a pension it is completely tax free. When you decide to start taking money out, we'll make sure it's done the right way for you with the advice you need to manage any tax arising now or in the future.
