You may be aware that there have been a number of changes to the way in which you will be able to take your pension benefits. You may be confused about all the pension changes, or quite simply just need a bit of advice to choose the correct path – we can help.
We can help with all aspects of pensions, annuities and retirement planning.
You should also be aware that you need to take into account the risk factors in connection with your preferred means of accessing your pension fund and we will discuss these with you during our meeting.
Financial advice isn’t simply about recommending a product for you. To do our job properly we need to understand what you want to achieve, your goals and ambitions for your future life, so that we can help build a financial future with you which realises those objectives. We will talk to you about these, but in the meantime here are some questions to get you thinking specifically about your retirement.
Something to think about
Whilst thinking about these questions and your forthcoming retirement, there are also a number of factors that you should consider carefully. The decision you make now in respect of your retirement could be irreversible so please take the time to consider the factors below:
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The value of your investment can go down as well as up, and you can get back less than you originally invested.
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Complaints – If you are dissatisfied, you are entitled to make a complaint. Please be assured we treat complaints seriously. For your further protection, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). Full details of FOS can be found on their website at www.financial-ombudsman.org.uk
The Premier Partnership Limited is authorised and regulated by the Financial Conduct Authority (FRN 209446) Registered Office Address: 5 Pebble Close Amington Tamworth B77 4RD Registered in England and Wales No: 2794326.