Pension options as you head
towards your sixties

Discover the choices available, common
pitfalls and how to avoid them
Tax treatment depends on your circumstances and Is subject to change.

What will be covered during
your consultation if you qualify

· An introduction to the three main types of
pension
· The pension choices you have
· The common pitfalls and how to avoid
them
· Ways to boost your pension
· How to be tax efficient
· Planning ahead for retirement

Tax treatment depends on your circumstances
and is subject to change.

“They explained everything in an easy manner that has put me at ease. Customer service 10/10.”

Graham on reviews.io
We are authorised and regulated by the Financial Conduct Authority. Our registration number is 754580.
We help over
 12,000 clients
with their
pensions
We manage
 over £½ billion
 in pension
 savings on
their behalf
97% of
respondents
on reviews.io
 would
recommend us