A Total Pension Review for YOU
Many of us have pension arrangements in place but do we know much about them or have the time to find out.
Well this where Westfield Wealth comes in, we do all the hard work for you and our service is FREE.
All we need from you, are some brief details on your employer/s and dates you were employed and we will do the rest.
Westfield Wealth will contact, with your permission, your pension provider/s to obtain all the up to date information on your pension scheme.
The details will then be passed on to a pension adviser, who will talk you through all the options available to you, including releasing your tax free lump sum (see below).
The adviser will provide all advice in relation to your pension.
Our service also includes a free tracing service for any pensions that you may have lost track of. It’s not always easy to keep track of a pension, especially if you’ve been in more than one scheme or have changed employer throughout your career.
Following a review, you may find that you have the facility to take a tax free lump sum, generally 25% of the fund, from the age of 55.
If you wish to take your tax free lump sum after 55 years of age, your pension provider will normally insist that you start taking your pension at that point.
Now, many people don’t want to do this, so we offer a no obligation advice service, via external advisers, which will give you information with regard to allowing you to take your tax free lump sum without having to take a monthly pension.
Pensions are primarily there to give an independent source of income to facilitate retirement.
However, along the way there are many possibilities which business owners can take advantage of, so as our service is totally FREE, you’ve nothing to lose by having a review and finding out exactly how your pension arrangements currently stand.
Once you have the information on your pension/s you can then assess the potential available.
Please note, Westfield Wealth does not offer advice on your existing pension scheme and charges may apply in relation to the advice given by the advising company.
To arrange your FREE, no obligation consultation, please click on the button below and complete the brief enquiry form.