How does Pension Release work?
Making the right decision
Upon reaching your specific retirement date, an existing pension policy allows you to take up to 25% of its fund as a TAX FREE LUMP SUM. A Pension Release effectively releases this money early.
We might be able to help you achieve this, providing you are aged over 55 and have a UK or old company-pension that you are not currently receiving income from.
When you take this lump sum out, you will be reducing your final pension fund by the percentage of funds released. As a result, the payments you receive during retirement may decrease, so Pension Release is not for everyone. Our qualified advisors will be on hand to answer all your questions and help you decide whether Pension Release is suitable for you.
If you decide to go ahead, you will need to fill out some simple forms and we will do the rest – keeping you informed every step of the way.
Experts are waiting now to help you. Call to arrange a free, no-obligation chat on 0845 838 7377.
