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Our clients are the lifeblood of our business, and our relationship with you will not stop once you have received your lump sum and/or income. 

If, as a result of releasing your pension, your funds remain invested in a pension policy, we will attempt to contact you on or around the anniversary of your plan (or at another time if agreed with you) to review the contract.
 
Your personal circumstances, investment preferences and attitude to investment risk will almost certainly change over time, which could mean that your pension policy is no longer be appropriate for you.
 
For more details see our Reviewing Service.
 
If no funds remain invested, we will therefore not provide any future review of your circumstances or finances unless specifically requested. However, our dedicated team will continue to be available to answer any queries relating to your pension arrangements.

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.