Pension Tax Free Cash. Pension Tax Free Cash.

 

 

 

 

 

 

Pension Tax Free Cash - Our Service


Many people ask us if they have to buy an annuity

 

Unless your fund, after considering any tax free cash, is larger than £100,000 then the answer is "yes, you do".

 

However, it is possible to defer taking the income from the annuity until you actually retire in some cases. Contact us for advice.

 

The Financial Services Authority take a very dim view of companies who encourage people with smaller funds to enter what are known as "Unsecured Pension Arrangements" and we work within the letter and spirit of the regulation. Either call us or complete the contact form. We will then have a brief discussion over the 'phone to see if we think we can help you. If we think we can, we will send you some forms for your signature and return.

If we think that this is NOT the option for you, we will tell you. No flannel, no sales spiel.


We will get your permission to approach your existing pension provider direct for information to save you the hassle. Your current pension may carry guaranteed annuity rates and if you take benefits now then these almost certainly will be lost; however, we will find all this out for you together with any other relevant information that you may overlook yourself. We can then give you a full, written report to consider, explaining the consequences of any actions you might take.

 

How we select the annuity provider


We utilise specialist research tools available only to Independent Financial Advisers to select the best for you, so you can be sure we have no bias towards any one provider.

 

Unlike some companies who offer a similar service by limiting the choice of annuity provider, we offer a full, whole of market service - at NO extra cost!

We have produced a guide to annuities for your information. If you smoke, or are in less than perfect health, you may also qualify for an enhanced annuity. A health questionnaire can be accessed here


About fees and costs


We will receive a commission from the annuity provider and also from any pension provider if you want a new plan. You will be advised of these amounts before proceeding.

There is not normally a fee payable in addition, but we reserve the right to charge one in the event of complex cases, but you will be advised of this before committing to proceed.
 

www.pension-tax-free-cash.co.uk is a trading style of Asset Investment Management Ltd, a highly respected Independent Financial Adviser in Norwich. We are regulated by the Financial Services Authority and carry substantial Professional Indemnity Insurance, so you can be assured of a qualified and reliable service.

Tax free cash from pension   Cashing in a pension   Take a lump sum from a pension   Pension release   Pension surrender
Unlocking a pension   Pension withdrawal   Selling a pension

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