Decisions you make today about your pension fund will directly affect your income for the rest of your life.  It is therefore vital you are awarwe of all the choices available to you.  Our FREE ‘Retirement Options Guide’ guide will tell you everything you need to know.  Listing clearly and simply all the advantages and disadvantages of the options you may have.

Pension Planning and the numerous options available are, inevitably complex and if you are like the vast majority of people, it is rare to find a case where it is 100% conclusive for any option.  It is therefore usually the case of establishing the option best suited to your long term financial objectives, taking into account your personal circumstances, income needs and attitude to risk at the current time.

Aged 50+?  You can Release Tax Free cash from your Pension!

If you are over 50 you may be able to take 25% of your pension fund as a tax free lump sum payment.  You can then use the remaining 75% to provide you withy an income for life.  Alternatively you can leave the remaining fund invested.  More details can be found on out 'Tax Free Cash Page'.  Also, please download our FREE 'Frequently Asked Questions about Tax Free Cash' guide.

Our guides will provide you with information about your choices.  You will then need advice about the best way to achieve your financial goals.  We are ideally places to assist you in making these difficult decisions and can provide you with an impartial evaluation of your situation and make independent recommendations to maximise your income at retirement.

Why not 'Contact Us' or simply download, complete and return a 'Letter of Authority' and we will begin an investigation into the best options available on your behalf.

Estate Matters Financial Ltd is authorised and regulated by the Financial Services Authority 

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