Making decisions about your financial future is an important step and one that Pensionlite can help you with - whether you want to drawdown on your investment or maximise your current pension pot. At Pensionlite our staff and advisers have amassed over 140 years of experience in the financial industry between them.
We pride ourselves on building strong relationships with our clients which helps us to establish the reasons people are seeking pension advice. Our team of expert advisers will offer high-quality personalised pension advice and recommendations by post, email, telephone and SMS as well as face to face, at your convenience.
We pride ourselves on building strong relationships with our clients which helps us to establish the reasons people are seeking pension advice. Our team of expert advisers will offer high-quality personalised pension advice and recommendations by post, email, telephone and SMS as well as face to face, at your convenience.
Services
About Us
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We are Financial Planners providing pension, investment, protection and wealth management advice to United Kingdom resident clients and commercial entities. Our coveted corporate Chartered status is a commitment to our overall standard of excellence and professionalism, and evidence of that commitment to customers, partners and our employees.
Our Services
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At Pensionlite we can also help protect your family and loved ones in the event of serious illness or death. A final salary pension transfer is where you agree to leave your employer's defined benefit scheme in exchange for a cash transfer to another pension. With a pension drawdown you will have more control over your retirement income, as you decide how you want to take your pension.
Our Process
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By gathering information from you we will find out about any plans you already have in place. Then by exploring your attitude to risk and return, and your hopes and aspirations, we will build a picture of what you want to achieve. At this stage you will find out what to expect from us and how you may benefit from using us.
Final Salary/DB Pension Transfer Advice
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As specialists in retirement planning with a proven history of providing sound financial planning advice, we're well placed to advise on Final Salary/Defined Benefit pension transfers.
The benefits offered by a Final Salary scheme mean that transferring money out is a decision that can only be made after careful consideration of your financial circumstances, retirement plans and what your future may look like if you decide to transfer compared to taking benefits from your scheme.
The benefits offered by a Final Salary scheme mean that transferring money out is a decision that can only be made after careful consideration of your financial circumstances, retirement plans and what your future may look like if you decide to transfer compared to taking benefits from your scheme.
Pension Reviews
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