We will chat with you by phone and establish your needs & circumstances
We review your existing plans and consider your options
Detailed & easy to read report is posted to you for you to consider at your convenience
You can choose to follow our advice or you can do nothing
You only pay for the advice you accept
When it comes to pensions there can be a lot of questions and even some confusing jargon – which is why we have put together this handy guide to pension reviews, switching, transferring and on-going management.
This FREE downloadable guide will cover who we are, the Pensionlite advice process and some of the frequently asked questions within the pensions industry.
We understand that planning for your retirement is probably the most important decision you will make and we hope that the information provided within this guide will go some way to helping you achieve your future goals and aspirations.
This guide will also explain the main options available to you and how you can make the most out of your existing pensions and better plan for a more comfortable retirement.
Our advisers can help with everything from final salary pensions to reviews and pension transfers – using their extensive industry knowledge to help evaluate the current marketplace.
We’re one of a select number of firms in the UK to be granted Corporate Chartered status. At the heart of Chartered status for firms is the desire to help the insurance and financial advice disciplines to improve standards of knowledge and behaviour and, in turn, levels of professionalism.
Our pension advice can be provided by post, email, telephone and text so our clients can consider their options in their own time, in their own home, with an adviser available to answer questions at our your convenience.