what is
pension release?

Getting money from your pension is sometimes known as pension release. You may not be retired but just need money. Or you may be retiring and just need to know your options.

how much
can I release?

You can get a total cash sum in your first year of usually 25% of your pension fund - and all of this is tax free. Ongoing income can be taken immediately or left to a later date.

how do I
get started?

Contact us by filling in the form on the contact page. You will then receive a Pensions Release Enquiry Form where you can tell us what pensions you want us to look into. It is that simple!
   

Links

The Financial Services Authority
www.fsa.gov.uk
www.moneymadeclear.fsa.gov.uk/home.html

Citizens Advice Bureau
www.citizensadvice.org.uk

National Debt Line
www.nationaldebtline.co.uk

State Pension Forecast
www.thepensionservice.gov.uk/atoz/atozdetailed/rpforecast.asp
Find out what level of state pension you are likely to be entitled to.

The Pension Service Web Team
www.thepensionservice.gov.uk/atoz/atozdetailed/personal.asp
The Department for Work and Pensions Information source

The Pension Tracing Service
http://www.thepensionservice.gov.uk/atoz/atozdetailed/pensiontracing.asp
Cannot remember if you had an old company or private pension plan? Contact The Pension Tracing Service.

The Financial Management Group
www.tfmg.co.uk
Independent Financial Advisers