Pension advice & retirement planning
We all need to consider pensions and retirement planning, preferably sooner rather than later. Tees' pensions advisers can help you make the right arrangements.
Pension services and retirement planning
Independent financial advisers
We all need to think about pensions and planning for retirement, preferably sooner rather than later. Our expert pension advisers 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 you’re dealing with a firm that is going beyond the minimum requirements when giving financial advice.
Our guide to pensions and retirement planning covers more detail about the different types of pension, schemes and rules that apply around pensions.
Our IFAs can advise you on:
- 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
Our pension solicitors also provide advice to businesses on company pension schemes including auto-enrolment, group pension schemes and directors’ pension schemes.
Free pension advice
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.
Our independent financial advisers are based in:
- Cambridgeshire: Cambridge
- Essex: Brentwood, Chelmsford, and Saffron Walden
- Hertfordshire: Bishop's Stortford and Royston
But we can help you wherever you are in UK.
Call our financial specialists for a FREE initial consultation on 0808 159 6740
Talk to an expert
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Neil Matten
Wealth Planner, Wealth Management
Cambridge office
Meet Neil -
Cara Lambert
Senior Wealth Planner, Wealth Management
Bishop's Stortford office
Meet Cara -
Adrian Ostler
Financial Services Manager, Wealth Management
Cambridge office
Meet Adrian -
Kieron Willis
Senior Wealth Planner, Wealth Management
Bishop's Stortford office
Meet Kieron
What our clients say
Jeff Sadler
Eastbourne
Adrian listens carefully and provides impartial advice which has been invaluable in helping to me reach my retirement and lifestyle goals. I have no hesitation in recommending Adrian, as his people skills are excellent and the advice given is always uncomplicated and succinct.
Mr T & Mrs N Smerdon
Huntingdon
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.
Mr and Mrs W
Westcliff
Entrusting the accumulated wealth of a lifetime's endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.
Susan Smith
Braintree
Tees patiently explained everything in detail, in language that is easy to understand. They offered an excellent professional, honest, trustworthy and friendly service.
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See what our customers say about us
Jeff Sadler
Eastbourne
Adrian listens carefully and provides impartial advice which has been invaluable in helping to me reach my retirement and lifestyle goals. I have no hesitation in recommending Adrian, as his people skills are excellent and the advice given is always uncomplicated and succinct.
Mr T & Mrs N Smerdon
Huntingdon
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.
Mr and Mrs W
Woking
We've been very impressed by the foresight the team at Tees have shown, for example, with planning for pensions, in light of the new rules introduced by the government. We’ve been made to think about our approach to finance in a completely new way and Tees were instrumental in this approach.
Susan Smith
Braintree
Tees patiently explained everything in detail, in language that is easy to understand. They offered an excellent professional, honest, trustworthy and friendly service.