Pensionlite are committed to providing people considering unlocking money from their pension with quality advice, excellent customer service and a fast turnaround. We also believe that our clients should receive first class on – going service and are dedicated to providing regular reviews of your pension funds to ensure they will remain invested in line with your attitude to investment risk, your aspirations, circumstances and market conditions.

As pension specialists we will ensure the advice and recommendations you receive are of the highest standard and presented in a way which is both informative and easy to understand. All of your personal circumstances will be taken into account to ensure you are provided with individually tailored advice.

Pension schemes can prove extremely complicated and difficult to understand. Your own pension fund is unique to you so full details of your existing pension arrangements need to be obtained by our adviser support Team.

Unless your current pension plan is able to release your benefits directly to you, it may be necessary to transfer the pension fund to a new plan in order to release these benefits early. This could take time and could incur penalty charges.

One of our team will contact you to obtain a detailed understanding of your personal objectives and circumstances, before explaining the options available to you and any advantages or disadvantages of releasing benefits from your pension now. Your adviser will then make a suitable recommendation, which will be sent to you in a comprehensive report detailing the advice given, the tax free lump sum available, the charges and fees and what the long term effect may be to your pension income at retirement.

Should you decide to proceed, we will arrange for your tax free lump sum to be paid directly to you as soon as possible.