How could the pension freedoms change your life?

Order your free pack today

Why so many people are taking
tax-free cash from 55

Help with a debt

Such as tackling a loan or reducing the mortgage

Support the family

Including helping out with a wedding or a deposit

Lifestyle management

From home improvements to medical care

These are just some of the ways people are using the pension freedoms to change their lives for the better. And Since 2015, as part of the pension freedoms, over 1.8 million UK pension pots have been accessed for the first time1.

How to order your free pack

Please complete this simple form and click get your pack.
We’ll then pop your pension freedoms pack in the post to you right away.
Important note: unfortunately we cannot advise you on the State Pension or any schemes you are currently taking an income from.

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What your pack will reveal

  • Your pension options from 55, including taking tax-free cash
  • The benefits of using a regulated, independent financial adviser
  • How we can help you to make the right pension decision

Important note: taking money early from your pension might not be right for you, as it could leave you with less to live on than you need; it shouldn’t be seen as an easy way to raise money. That’s why it makes sense to get financial advice before making any big decisions.

Michael, Glasgow

Portafina’s advice was sensible. They showed me that I did not need to take my full 25% tax-free cash, just what I need to make life more comfortable again.”

Why choose Portafina?

£1/2 billion

We look after over half a billion pounds in pension savings for our clients

FCA regulated

We are FCA authorised and regulated

No upfront fee

You decide if you want to pay to follow our advice, or you can walk away

Top 100 Financial Adviser

We are a Top 100 Financial Adviser (FT Adviser 2018)

1FCA Data Bulletin, September 2018

Discover your pension options
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