We all need to think about pensions and planning for retirement, preferably sooner rather than later. Tees' pensions advisors can help you make the right arrangements.
Kieron Willis, Bishop's Stortford
Pension services and retirement planning
Independent financial advisors
We all need to think about pensions and planning for retirement, preferably sooner rather than later. Our expert pension advisors can help you make the right arrangements.
Your pension is your security for your future. It's there to make sure you can live comfortably in retirement and enjoy life! We've helped lots of people through the complex world of pensions. At Tees, we understand how pensions work down to the finest detail. Our Pension Transfer Gold Standard accreditation gives you the confidence that yyou’re dealing with a firm that is going beyond the minimum requirements when giving financial advice.
planning for retirement, including pensions for children
transferring all your pensions into one pension plan
Defined Benefit pension transfers
additional voluntary contributions (AVCs)
the different types of pension and schemes that exist including personal pensions, stakeholder pensions, Small Self-Administered Pension Schemes (SSASs), SIPPs (self-invested personal pensions), workplace pensions and National Employment Savings Trust (NEST) schemes
Good pensions and retirement planning will help you make sense of a complex and confusing system. And it’s not just about thinking ahead – if you’re approaching retirement, you’ll need advice on:
taking an early pension
annuities, pension drawdown and tax-free lump sums
later life lending, including equity release as a way of producing a cash lump sum by unlocking the value of your home
To find out more, give us a call. We offer a free consultation and can meet you face-to-face, virtually or in your own home, whichever is best for you. Tell us what you want to achieve and we’ll let you know how we can help.
Kieron was able to explain things to us in simple terms which we understood and even made pensions sound interesting! You can tell that he loves what he does and really knows his stuff. He has a friendly approachable manner and we look forward to working with him again in the future.