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Tel: 01443 670149

Mobile: 07585 592494

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Should I Transfer My Pension?

I don't think a week goes by without being asked "Should I Transfer My Pension?" It's a great question and in truth, the answer depends very much on your personal financial situation. In this article, I share with you the many factors you should consider before you transfer your pension or consolidate your pensions [...]

By |2022-02-02T21:23:03+00:00February 2nd, 2022|Pensions, Podcast|0 Comments

Defined Benefit Pension Transfer

Are you considering a Defined Benefit Pension Transfer? A defined benefit (DB) pension scheme is one where the amount you’re paid in retirement is based on how many years you’ve worked for your employer and the salary you’ve earned. They pay out a secure income for life, which increases each year. This video [...]

By |2021-02-07T14:20:20+00:00February 13th, 2021|Financial Planning, Pensions|0 Comments

Pension Freedoms – Rules and Options

£19m has been released each day since the launch of Pension Freedoms. In his 2015 Spring Budget, then-chancellor George Osborne introduced sweeping changes to the way that pensions are taxed. The new pension freedom rules have led to the over-55s being faced with a variety of different choices when taking and investing their [...]

By |2020-08-24T15:26:34+01:00September 5th, 2020|Financial Planning, Pensions|0 Comments

Should You Be Tracing Pensions That Are Lost?

NEARLY £20 BILLION OF PENSION MONEY GOES UNCLAIMED AND THIS FIGURE IS GROWING The scale of the UK’s lost pensions mountain has been exposed by the largest study yet by the Pensions Policy Institute that found 800,000 pensions were lost and worth an estimated £9.7 billion. It estimates that, if scaled up to [...]

By |2019-10-15T10:23:16+01:00June 1st, 2019|Pensions|0 Comments

What Is A Good Pension Pot at 55?

So, you’re approaching that milestone age of 55 and starting to think about retirement?  At this age it’s common to start panicking about what is a good pension pot at 55 and what might happen after you leave the routine security of full-time work. Especially if you haven’t given much thought to it [...]

By |2022-06-25T15:53:03+01:00April 13th, 2019|Pensions|0 Comments

Should I Consolidate My Pensions?

Have you accumulated multiple pension pots throughout your working life? Are you now thinking "Should I consolidate my pensions?" Consolidating pensions can be a good way to get to grips with your retirement savings. On average people now have several different jobs in the course of their working life. So, it’s not uncommon [...]

By |2022-01-09T17:09:39+00:00March 18th, 2019|Pensions|0 Comments

What is a SIPP Pension?

So what is a SIPP pension?  A Self Invested Personal Pension (also known as a ‘SIPP’) is essentially a type of tax-free wrapper in which you hold a wide range of permitted investments, and the contribution limits, tax reliefs, eligibility and the age at which you can start drawing an income are all the [...]

By |2019-10-15T11:12:13+01:00March 2nd, 2019|Pensions|0 Comments
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