On March 23rd we’re holding our second pensions advice morning, a chance for you to come in and speak to one of our expert advisers at no obligation.
During this informal chat you’ll receive tips on how to maximise your pension savings ahead of the new tax year, as well as advice on the retirement options available to you.
So, whether you are retiring this year or have a one eye on how you will support yourself financially – this might be for you.
During the session we’ll also cover:
- The advantages and disadvantages of transferring your pensions
- How to take a tax-free lump sum
- Advice on utilising your full ISA allowance before the end of the tax year
Clear pension advice is vital for planning your retirement and this no obligation morning is your opportunity to get the information you need to start making those future decisions.
Not only that, but we’ve partnered with successful law firm, Picasso Legal, who will also be available to provide help and advice on will writing.
Having an up to date will is something everyone should have in order to make sure that your possessions go to the people who are most likely to appreciate and benefit from them.
Book your place
All you need to do is email firstname.lastname@example.org or call 01952 279 379 to book your place, we look forward to seeing you.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.