The current full state pension is just £221.20 per week and you need to have 35 "qualifying" years to earn full entitlement. How many years have you got?
Did you know the government adds a massive 25% to any personal contributions you make to your pension, up to a certain limit. Are you taking full advantage?
If you have a final salary pension you might be able to swap the annual income for a lump sum. Get it checked out and know where you stand.
A professional pension review is a fantastic opportunity to learn more about your retirement fund, so take us up on our offer of a free detailed report.
Once you’ve decided to learn more about your existing pension arrangements you just need to schedule a call with us. If you haven’t already, follow the instructions on the website to register.
Our secure portal enables us to securely communicate and share information with each other throughout the entire financial planning process, with total privacy.
Once we’ve received your information back from the existing providers we will prepare the report and then contact you to book in a video call. This is a longer meeting, typically an hour.
Once our recommendation report is ready, we will email it to you in advance of the presentation meeting. We will also provide you with a detailed “Financial Overview” report.
If you are happy to proceed, and you are clear on our fee structure, our advice will be implemented. Sutherland Financial Planning will then become your appointed Financial Adviser for the funds.
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Sutherland Financial Planning Ltd is authorised & regulated by the Financial Conduct Authority under FRN 1019359
Registered Office 176-178 Pontefract Road, Cudworth, Barnsley, England, S72 8BE
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