Pension Lifetime Allowance…

If the combined value of your pension savings exceed the current/future Lifetime allowance you could face significant charges, you could be inadvertently going over the lifetime allowance thresholds.

Even if your pension savings NOW are not over the total allowance, by your retirement you could breach the pension lifetime allowance thresholds.

By planning now you can mitigate any adverse implications, but any decisions or changes you make need to be handled carefully by an experienced and qualified pension adviser. This is where we can help you…

“Is it worth exceeding the lifetime allowance?” “Tips when you are approaching the pension lifetime allowance”, “Protection from lifetime allowance”, “Strategies for mitigating lifetime allowance”, “Planning for lifetime allowance”, “Lifetime allowance tax charges”

Get your FREE Lifetime Allowance review, provided by an authorised and qualified pension specialists.
Even if you currently have your own financial adviser, it is always good to get a second opinion on your options.

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Pensions advice uk

Important Notice

If you think you may exceed the lifetime allowance threshold or you are not sure about your options it is important to get independent qualified advice as soon as possible so that you can mitigate the implications of the LTA (lifetime allowance).

How Much Is Your Pension Worth?

By allowing us to carry out a thorough pension assessment we can give you an accurate value of how much ALL your pensions are worth and if you exceed, or could exceed, the lifetime allowance threshold.

Improve Your Retirement Income?

By combining your pension funds and managing the funds they are in you can improve your overall retirement income potential.

By using our assessment service we will also provide you with options to improve the overall performance of your pension investments.

Calculate Your Lifetime Allowance

The pension Lifetime Allowance was reduced in 2016, you can apply to protect your lifetime allowance from this reduction. Calculate your lifetime allowance and see if you need to take advice to protect your pension.

Free lifetime allowance guide to download.