I can research the whole market to find the best retirement income option for you.
What is a pension annuity?
A pension annuity converts your pension fund into a regular income. Your pension provider will normally offer you an annuity when you come to take your benefits, but what many people don’t realise is that they can shop around and usually get a better deal through other annuity providers.
Do you qualify for even more income in retirement?
Caution: There are still many companies set up to sell annuities with unqualified staff. They offer advice on a 'non advised' basis, which means you are on your own! You may also miss out on opportunities that would have been advised by a qualified advisor.
Depending on your health and lifestyle you may qualify for an enhanced annuity, which could increase your retirement income even more. This is over and above the additional income you may receive just by using my services to research all providers.
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How do the draft Pension changes April 2015 affect me? Learn more....
I can also find alternative arrangements for you such as flexible drawdown, allowing you to take as much or as little as you need each year whilst benefiting from invested returns on your lump sum.
I am local to Leeds and surrounding areas so give me a call to arrange a meeting or phonecall or alternatively, use the contact form to get in touch and arrange a call back.
07580 099 079 or
0113 457 4791
Peter C Hart Dip PFS & Cert CII
Independent Financial Advisor
7 Feast Field,
Or use our contact form.
Life has so many surprises it's best to be prepared and have a partner you can count on. Please contact me to advise of your needs.
Yorkshire Wealth Management Ltd
which is authorised and regulated by the
Financial Conduct Authority no.767418