The Pension and Wealth Management Specialists

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Tax treatment varies according to individual circumstances and is subject to change.

Pension Reviews & Transfer

Plan carefully, review regularly, adjust accordingly

Final Salary Pension Transfers (DB Schemes)

Simple, convenient, effective pension advice

Pension Drawdown

You could release up to 25% of your pension tax free

Wealth Management Advice

A bespoke holistic approach to financial investments

We are happy to help you

Making decisions about your financial future is an important step and one that Pensionlite can help you with – whether you want to drawdown on your investment or maximise your current pension pot.

140 +

Years Experience

At Pensionlite our staff and advisers have amassed over 140 years of experience in the financial industry between them.

Who are we?

At Pensionlite we have over 140 years of experience in the financial industry.

We pride ourselves on building strong relationships with our clients which helps us to establish the reasons people are seeking pension advice.

What we do?

Our team of expert advisers will offer high-quality personalised pension advice and recommendations by post, email, telephone and SMS as well as face to face, at your convenience. We are part of the Quilter Financial Planning network.