Pension & Annuity Advice

Arrange a review of your pension funds or an annuity quote

Retirement Planning?

What benefits can you expect and when will they be available to you?

Many clients, whose pension schemes we have reviewed have benefited from our advice and now have better schemes as a result.

Pension Planning

On average, you can expect to live between 20 and 25 years after your retirement. Your income level during this period will be the sum of any basic state pension plus any benefits from an employer pension scheme plus personal benefits built up by yourself.

Annuities

We will check through the current charges and past performances and then we can offer expert advice to make your retirement as comfortable as possible. When you wish to take the benefits from your plans, we can ensure that you get the best annuity possible for your circumstances.

Special enhanced rates are available for smokers and those with a lower life expectancy.

Planning Ahead

Advance planning is the sensible route combined with efficient reviews of any past planning.

Don't leave it to chance! Our pensions specialists can advise you based upon your individual circumstances. Most schemes reviewed by ourselves result in an improved pension.

An initial review is offered on a no charge and no obligation basis.

Additional Information

For further information please visit the following two government information websites:

www.thepensionservice.gov.uk
www.fsa.gov.uk

We have a community of independent financial advisers based throughout Scotland, England, Wales and Northern Ireland as well as a variety of services available over the telephone or via the internet. So even if you are not based near to one of our branches, we can still ensure that you will get quality independent financial advice from our IFA team.

Call today on 0191 495 2254 or freephone 0800 881 8085

9am - 5pm Monday to Friday or leave a message outside of these hours and we will call you back.