Our aim is to help you fulfil your plans for retirement, whether that is starting a new pension, transferring an existing one or purchasing an annuity.

Starting a new pension.

For new pensions we can help find the right pension provider for you, and match fund choice to your investment risk profile. We have access to the whole market including ethical fund providers and can analyse pension fund performance and charges.

Transferring an existing pension.

Regarding personal pension arrangements, we can analyse your existing plans; ask for authority to contact existing pension providers in order to assess performance and charges. In the case of existing personal funds a simple transfer to another provider could significantly increase your retirement benefits.

For alternative retirement solutions we act as introducers only to Gateway specialistadvice services Ltd.

Annuity Purchase.

Your options at retirement should be given careful consideration. An open market option gives you the right to shop around and get the best income available at the time based on your circumstances.

We can do the legwork for you, and will be happy to discuss your options and choices with you.

PENSION ENQUIRY FORM