Retiring in a few years?

A change to your pension now could make a big difference to your future plans. Find out how.

What difference could you make?

If you are thinking about retiring in the next few years then you are probably part of a generation that changed the cultural landscape. Hardly blanket and slippers at 65 material. However, if your pension is stuck in the past then your plans for the future could fall as flat as a cap.

How much could your pension pot increase without additional contributions?

How many years until you plan to retire?
1120
If it grew at 3% per year
3%
If it grew at 5% per year
5%
If it grew at 8% per year
8%

Growth of 8% per year, which is certainly possible, would be fantastic. And even though something closer to 5% is more likely, what if your pot is currently growing at less than 3%?1

Your favourite pot?

Have a play with the slider and see what could happen if you change your retirement plans.

The great news

There should still be time to make a difference to your pension pot, and it could be a big one.

Let the experts help

It won’t cost you a thing to find out what difference you could make to your pension. Let us take care of everything for you.

Call 0800 304 7288 for a friendly chat about your pension

What is most important to you at the moment?

Saving as much money as possible

Saving as much as you can afford into a pension is a great position to be in. If this is your current focus then your best starting point is to find out if we can help to secure the best lifestyle possible for you in the future.

Flexibility to do what you choose

From the age of 55 you have more options than ever before when it comes to deciding what to do with your personal pension. From taking a regular income or ad hoc payments, to keeping it invested and much more.

Security for you and your family

If you are like most people, your pension will be an important part of your income when you say goodbye to the 9 to 5. So, now is the time to make sure your pension investments strike the right balance between risk and reward.

Haven’t really thought about it?

That’s absolutely fine, this is what we are here for. We can take care of everything for you including: advising you on what to do now; arranging any transfers and then managing your pension investments every step of the way.

A refreshingly frank approach

There’s no unnecessary jargon for you to decipher, no home appointments for you to squeeze in and no commitment to pay anything without knowing what you are going to get. All we need are a few basic details to get started.

We look after over £1/2 billion for our clients

We are a

Top 100 Financial Adviser

(FT Adviser 2018)
Full advice with

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We are

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Stephen's success story

“I found the service really helpful and the people were friendly.”

3 easy steps,

from start to finish

3 Easy Steps : Understand

1. Understand

We learn about you, your finances and your plans for the future.
3 Easy Steps : Decision Time

2. Decide

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

3 Easy Steps : Sorted

3. Sorted

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

Good to know...

Pension switching: all you need to know

What is a no obligation pension review?

You won’t have to pay us a penny to find out what we think you should do with your pension and what any proposed changes could mean for you.
What are the pension options at retirement?

What are the pension options at retirement?

You now have more choice than ever before when it comes to your retirement income. The key is to balance the security you need with freedom you want.
The new pension rules: all you need to know

The new pension rules: all you need to know

Changes to the pension rules mean you now have more freedom and face less restrictions when it comes to taking money from your pension pot.

1This illustration simply shows the effect different amounts of investment growth could have on your retirement pot. It excludes all charges and is not an accurate reflection of how your pension will perform

Discover your pension options
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