Simple, straightforward pension advice
Making decisions about how to take your pension can be daunting - you are not alone!
Every pension option available to you will have both pros and cons, these are different for every individual. Our experts are here to help you with the key financial decisions so you are able to take control of your retirement planning.
Four steps to a better retirement.
Here’s our simple pension review process.
Get started on your Pension Review today by finding out if financial advice is right for you.
INITIAL CONSULTATION
£0
✓ Run through our service
✓ Find out if advice is right for you
✓ No obligation
✓ If advice is not right for you, we can point you in the right direction of some helpful resources
DISCOVERY MEETING
£300
✓ Discuss your circumstances
✓ See your retirement projection
✓ Take account of your pensions
✓ Annuity, Cashout, Drawdown comparison
✓ Access to retirement projection tool
ONGOING ADVICE - GOLD
0.29%
of your fund per annum
✓ Support from a dedicated adviser
✓ Written reports
✓ Investment reviews
✓ Quarterly reporting
✓ Budget updates
✓ Personal finance magazine
ONGOING ADVICE - PLATINUM
0.5%
of your fund per annum
✓ Support from a dedicated adviser
✓ Written reports
✓ Investment reviews
✓ Quarterly reporting
✓ Budget updates
✓ Personal finance magazine
✓ Taxable earnings review
✓ Inheritance tax review
✓ Capital gains tax analysis
✓ Annual cash flow planning
✓ Catastrophe modeling
How our 0.29% ongoing charge compares…
Our 0.29% annual charge of a fund worth £100,000 is just £290 per year
95%+ of advisers charge 0.5% or more*
Our 0.29% annual charge is 67% lower than an average adviser’s charge*
The typical IFA charges are 3 times higher than Informed Pensions
This would save you £20,395 over 10 years*
*State of the Adviser Nation Research 2018
How financial advice can help you.
Plan your future
Learn when you can afford to retire and what level of income you could expect.
Understand your options
We can help you see what Annuity, Drawdown and Cashback options means to you and your future plans.
Plan your Tax Free Cash
You can take up to 25% as tax free cash to pay for things like home improvements, holidays, daughters weddings etc…but the amount you take will have an impact on your retirement.
Understand Tax Implications
Taxes can have a big impact on your post-work life, we can help you manage what is best for you.
DATA PROTECTION
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You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information you have given your agreement to receive contact from us.
✓ Free help - We don’t believe in up front charges as financial advice isn’t the right option for everyone.
✓ Discuss what you want to achieve - Everyone is different, we want to know what you are trying to achieve from your retirement and can help point you in the right direction.
✓ Find out if advice is right for you - You might not be in the right situation to receive advice about your pension, this is why we don’t charge for our initial consultation.
✓ No obligation - We want you to feel comfortable in speaking with us, if for any reason we aren’t the right fit for you, then you are under no obligation to continue.
Do you have a question?
Call us on
0800 788 0887
Drop us an email at
info@informedpensions.com
Monday-Friday 9:00am-5pm