
explained
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by the Financial Conduct Authority

Pension release explained
We are authorised and regulated
by the Financial Conduct Authority

What is pension release?
Pension release is the withdrawal of money from an eligible pension fund. In almost all cases you must be 55 or over, and the first 25% released is tax free.
Want to find out if you’re eligible and how much money you could release? At Portafina we cut through the jargon, making the process easy and hassle free. Discover more.

What is pension release?
Pension release is the withdrawal of money from an eligible pension fund. In almost all cases you must be 55 or over, and the first 25% released is tax free.
Want to find out if you’re eligible and how much money you could release? At Portafina we cut through the jargon, making the process easy and hassle free. Discover more.
Taking pension money early isn’t right for everyone because it could leave you with less to live on in retirement. That’s why it makes sense to talk with an independent and regulated adviser, such as Portafina, first.
Why so many are releasing pension money early2


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Do you qualify for pension release?

How it works in 3 easy steps
With our no obligation pension check discover how much you could release from your pension and if it’s the right thing for you to do.


Your permission


Our boffins


Your decision
1https://www.fca.org.uk/data/retirement-income-market-data
2 Portafina statistics: primary reasons for clients taking tax-free cash: up to 4th Nov 2020