What does your rainy day look like?

Imagine securing the best possible future for you and your family. Make the right pension choices now and this future could be yours.

 

Making my daughter's day

Sue Rainer, 58 Newcastle

When my daughter told me she was engaged I was overjoyed. More than anything I wanted to be able to help with her big day. Thankfully, with the help of Portafina and their great advice, I was able to use some tax free cash from my pension to make my daughter’s wedding extra special. I found I even had enough to help her put down a deposit on their first home!

Rainy day banner

 

Are your sweet dreams made of this?

How important is feeling secure to you? The peace of mind that comes with knowing something has been sorted. When we chat with our clients they often talk about the need to feel secure. And if it’s the right thing to do, then taking tax-free cash from your pension could help you, too. The power to take control and secure or strengthen a financial situation.

Can you take tax-free cash from your pension?

Check
your age

How many miles are on the clock? If you are aged 55 or over there’s a good chance you can take tax-free cash from your pension.

Check
your pension 

You can take tax-free cash from most company and private pensions; we won’t charge you a penny to find out if you have the right type.*

Check
your income   

If you are aged 55 or over, have the right type of pension and you are not taking an income from your pot then things are looking good.

Your
25% tax-free cash?

We can take care of everything for you, calculating how much money you could take tax-free from your pension and if we think it’s the right thing for you to do.

P.S One of the things we will discuss with you is that taking money from your pension early could affect how much you have to live on in the future and therefore your standard of living; it’s not the right thing for everyone to do.

That’s why it’s so important to speak with a regulated and independent financial adviser before making any decisions. You can find us on the Financial Conduct Authority’s register: number 754580.

Call 0800 304 7277 for a friendly chat about your pension

3 easy stepsfrom start to finish

1. Informed

Return our simple pension information form. We will get to work.

2. Decision time

We decide on our best advice. You then decide if it’s right for you.

3. Sorted

We will arrange everything for you with the minimum of fuss. Simple.

A few great reasons why over 14,000 people in the UK trust us with their future.

We look after over

£1/2 billion

for our clients

Full advice with

zero obligation

to pay us

Our advisers have the

highest

industry accreditation

How free can you afford to be?

The pension freedoms mean that in many cases you can take more than your tax-free allowance from your pension, as long as you are aged 55 or over. Thousands across the UK are already taking advantage of this current situation. It’s important to think about the tax implications, though, and if taking money early from your pension is the right thing for you to do.

Find out more about the pension freedoms and how taking more than 25% from your pot could affect you.
 

Try our tool

 

Man filming

Sweet sounds of success!

Tax-free cash could mean the best possible now, and the best possible future for you and your family.

 

Discover what Barbara did for her rainy day

 

 

Good to know...


How much of my pension can I take?

If you have the right type of pension you can take as much money from it as you like when you reach 55-years-old.

 

Discover more

Couple on beach with mugs

Pension release: all you need to know

Lots of people are taking tax-free money from their pension. Find out why and if it’s something you could, or even should, do.

 

Discover more

Person looking to remove pension

Can I take all of my pension in one go?

The chances are you can, as long as you are the right age. Whether it’s the best thing for you to do or not is the big question.

 

Discover more

Back to top