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!

   

Testimonials

'with warmest thanks, look forward to seeing you soon,'
M&D

"you picked me up and dusted me down when I desperately needed it."
AN

'Always helpful, I feel I can trust my adviser implicitly'
KM

"...your energy and tenacity for fighting our case and always being only a phone call away...is something we will always be grateful for. It felt like 24 hour-7 day a week's service! ...if it hadn't been for your constant pressure on the right people we may not have unearthed the problem and opened the way for us to clear our name."
DB

"Your patience and application were first class and your staff are a credit to you...we shall have no hesitation in recommending as and when such situations occur."

"You seem to be very adept at answering the questions before they have been posed and anticipating what's going to be important. But most important of all thanks for all the hounding you have done on our behalf which took so much pressure off us when we wanted to focus energies elsewhere."
MS

"I want to thank you for the outstanding service that we have been getting from you... Every time we have been impressed by your expertise and above all by your responsiveness and your unsolicited attention to our concerns which have helped us anticipate problems before they arise..."
CD & MT

" the best IFA I have ever worked with. He is clear, concise & offers top quality, well thought out advice that is highly relevant to clients' circumstances & requirements. He doesn't miss a trick & I wouldn't swap him for anyone else."
MB




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.