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We will send you an Authority Form and our Client Agreement, which you should read carefully before signing and returning the documents - please feel free to contact us at any time if you have any questions regarding these documents.
Once we have received your signed documents, we will write to your pension company for details of your benefits. The amount of information we will need will depend on the type of pension(s) you hold.
 
How long this takes depends upon your pension company, and sometimes this can take a matter of months, but rest assured we have an experienced team who will maintain regular contact with both you and your pension company.
 
The information we receive is thoroughly checked by our specialist team.
 
Sometimes, depending on the type of pension you have, you will not be able to raise a lump sum or income now.
 
If this is the case we will inform you at the earliest possible opportunity.
 
At this stage there is no cost for this service.
 

Important Information

Taking any of your pension benefits early is likely to reduce your income at retirement. Therefore, pension release is only suitable for a very limited number of people and circumstances and should not be seen as an easy option for raising cash. This is because a pension is designed to provide you with benefits when you retire. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Services Authority does not regulate some forms of tax advice, secured loans, unsecured loans, debt management and Wills. Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.