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Pension Advice

The service includes:

  • Review of your current pension arrangements
  • Testing your existing pensions against the lifetime limit
  • Recommending contribution levels
  • Review of tax free cash, death benefits, any guaranteed benefits, transfer values (where appropriate)
  • Platform selection (e.g. Personal Pension, SIPP, SSAS)
  • Portfolio construction, using a clear and transparent asset allocation model, based on your objectives and attitude to risk
  • Annual pension review, including performance against objectives, and risk profile.
  • Advice on retirement options and taking the benefits (annuities, unsecured income, phased retirement, alternatively secured pension)
  • Unlimited contact by phone, e-mail, and letter.
  • Valuations at any time on request.

The cost of the service is 0.5% of the pension value per year, plus an initial charge.
If renewal commission of 0.5% is paid to us, the amount typically paid by pension funds, then there will be no further fee to pay.

Pensions & Wealth Management Services Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 455109

The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Pensions & Wealth Management Services Ltd
Registered Address:
Suite 26, Century Buildings, Brunswick Business Park, Tower St, Liverpool, L3 4BJ

Registered in England & Wales, No. 5860471

Neither Pensions & Wealth Management Services Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.