How to Get Started?

Fill in the details on the enquiry form and we will send you a short questionnaire to complete asking for further details on the pension schemes you hold. The form is short and concise and only requires minimum information on your pensions. Alternatively please call us and we will discuss your options and/our complete the form over the telephone.

Once we have received the completed questionnaire we will request the necessary information from the provider of your pension plan or plans. With all the information collated we will then spend time analysing the data. We will not be in a position to provide any advice without speaking to you in some detail regarding your current circumstances and situation; this will be carried out at a convenient time over the telephone or if you prefer in a meeting.

We will then be in a position to provide you with details of our recommendation, this may be given over the telephone and then confirmed in writing.

Throughout this process our team will keep you fully informed on the progress and where appropriate timescales in receiving the requested information from all providers.

Any recommendation received in writing or over the phone will fully detail all the implications, risks and disadvantages associated with the proposed route; it is not for you we will say so. You will also be provided with an explanation of the advantages and benefits following any recommendation made.

Contact us now to find out if this is a suitable route for you. Click here to complete the enquiry form.

You are under no obligation by completing the enquiry form, so why not find out what your options are.
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Our service is only relevant to pensions held within the UK. Removing tax free cash early from a retirement fund will almost certainly reduce your pension income in retirement. Remember it is only suitable for a limited number of people.