Pension Enquiry Form

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Please only use this form if you are interested in speaking to a professional about setting up a New Pension, a Sipp, Pension Release, Pension Transfer, or other similar services. If you have Basic General Questions – Please use our Ask The Expert Form Here – Thank You.

We’re here to Help

Due to the nature of the area in which you require advice, it is important that specialist expert advice is provided by a qualified Independent Financial Advisor (IFA).

Your question will been forwarded to one of our qualified Partners who will arrange for you to be contacted by an IFA who will be able to discuss this matter further with you, and if appropriate they will be able to offer a Free no obligation financial review.

Contact a Professional Today

Please Only Fill in the Form if you are Intersted in the following;

Setting Up a New Pension, a SIPP, Pension Release, Pension Transfer

If you have a general enquiry please use our Ask the Experts Form

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The information you submit will be passed on to a qualified financial professional and you will be contacted as soon as possible. This form indicates your interest in a service but does not put you under any obligation to buy. Your personal data is protected in accordance with our Privacy Policy.


Types of Services Available

Are you interested in setting up a New Pension, a SIPP, Transfering an old Pension, 55 years old or over and thinking of taking out a Tax Free Lump Sum – Use Our Pension Enquiry Form.

Please only use this form if you are interested in speaking to a professional about setting up a New Pension, a Sipp, Pension Release, Pension Transfer, or other similar services. If you have Basic General Questions – Please use our Ask The Expert Form Here – Thank You.

Need a Professional Service?

Sometimes all of the Pension and Annuity options available to you can be a little overwhelming and confusing. It is at times like these that talking to a Qulaified Professional can make the difference between the Right decision and the Wrong one.

Compare Over 50s Plans


People often struggle to fathom how much of an annual Annuity income their Pension pot is worth.

There are also a multitude of Annuity affecting variables to keep in mind as well – do you have serious health problems? Are you a Smoker? Do you want to provide for a spouse? Do you want to protect your income against inflation? All of these could affect the amount you are offered.

Keep in mind that unless you have an FSA authorised IFA take on your case – you may lose out on the best Annuity Rate available for your personal circumstances.

 

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