Unless your current pension plan is able to release your benefits directly to you, it may be necessary to transfer the pension fund to a new plan in order to release these benefits early. This could take time and could incur penalty charges.
1. Fill in the on-line form
The financial advisor will contact you to obtain a detailed understanding of your personal objectives and circumstances, before explaining the options available to you and any advantages or disadvantages of releasing benefits from your pension now. Your adviser will then make a suitable recommendation, which will be sent to you in a comprehensive report detailing the advice given, the tax free lump sum available, the charges and fees and what the long term effect may be to your pension income at retirement.
Should you decide to proceed, we will arrange for your tax free lump sum to be paid directly to you as soon as possible.
5. Book an appointment
How much can you get?
Your pension value after review
Your current transfer value
How much can you benefit?