Pensions

Our advisers will be able to

review your current pension situation

Pensions

Pensions

It is very unlikely that a working career will be spent working at the same company, changing employers is commonplace. With these changes taking place more regularly, it raises questions about your pension. What effect will these changes have on your long term financial security, what to do about pension savings that have been accumulated over the years with previous employers? Is it best to leave a pension where it is or will it be best to switch the pension upon leaving a position, either for retirement or to a new employer? Bright Advice recommend regular reviews of your pension or pensions, you may have a number of different pension plans which are parked in a drawer somewhere and forgotten about until they mature. Bright Advice will help you gain a full understanding of the income levels you will receive at retirement and the review will help us to assess your investments and contributions.

Understanding if you will benefit from a pension review can be complicated and you should always take advice from a qualified adviser before deciding to proceed. A qualified adviser will be able to understand your current and new pension schemes and will work out whether you will actually benefit from switching your pension or whether you may end up losing out.

Here at Bright Advice, we have fully qualified and experienced advisers who will be able to review your current pension situation.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Contact us on 01480 222 280 or email: info@brightadvice.co.uk

to discuss how we can help you

Bright Advice
Yew Tree House
Church Street
St Neots
PE19 2BU

01480 22 22 80
or
0800 68 88 222

info@brightadvice.co.uk

Privacy Policy

 

Bright Advice is a trading style of Lifetime Wealth Management Limited. Lifetime Wealth Management Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority.

The Financial Conduct Authority do not regulate Buy to Let Mortgages, Wills or Trusts.

Lifetime Wealth Management Ltd registered address 12-14 Upper Marlborough Road, St. Albans, Hertfordshire, AL1 3UR.

Registered in England and Wales, Company Number: 4631136.