FINAL SALARY

Are you considering transferring a final salary pension? This comprehensive box-set explores all the factors you should be taking into consideration before you engage in regulated advice. This includes risks, death, tax and other important topics, with the help of case studies to help you become better informed.

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PENSION FREEDOMS

This Box set is designed to help you if you are considering accessing your pension pot. This may be a one off lump sum or because you are entering retirement or semi-retirement. Pension Freedoms were introduced in 2015 and changed the way you can access your pension money. Learn about the options available to you here.

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BUSINESS PROTECTION

If you are a business owner, can you or your business continue if you suffer ill health or die? Do you employ key workers who’s death or illness could have serious consequences to your revenue? This Box set explains the implications for you, your family, your business partner(s) of not having any protection in place, and the options that are available to you.

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DRAWDOWN REVIEW

How much should you be drawing each year? How is your money invested? How long will your money last? This Box set is for those who have a drawdown pension and covers the key considerations you should be thinking about.

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FLEXIBLE INCOME

This box set offers a guide to flexible income. Over the years there have been many different ways of taking income from your pension, but FAD (Felix-Access Drawdown) is a new option. Learn more about FAD here.

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GUARANTEED INCOME

This Box set looks at everything you need to know when considering buying an annuity. Using all or some of your pension to buy a guaranteed income is still the right option for many people. Learn more about guaranteed income here.

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WILLS

The Benefits of having a will are well documented, as well as the perils of not having one. However too many of us still do not have an up to date will in place. This Box set gives a summary of the importance and benefits of making or reviewing a Will and what a Will covers.

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LASTING POWER OF ATTORNEY

What are powers of attorney and why are they important? Once you have lost mental capacity it is too late. Setting up a Power of Attorney now ensures your loved ones will be able to make important decisions on your behalf if you are not able to do so in the future.

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