Pension Release

Unlock tax free cash from your pension

Did you know that if you are aged between 55 and 62 you may be eligible to unlock cash from your pension before your normal retirement date with Pension Release?

If you have a UK personal or company pension then we may be able to help you to release tax free cash from your pension plan.

As you maybe aware, 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.

What is Pension Release?

Pension Release or Pension ‘Unlocking’ is when you take money from your personal or company pension before your normal retirement date.
You can take up to the maximum cash available (tax free) with an income, or you could invest the remaining fund for when you retire.

How do I begin?

Simply complete the Free Information Pack form. If you qualify you will receive your FREE, no obligation, guide to Pension Release which will answer any questions that you may have. This pack will include the forms that we require you to complete and return to us if you wish to proceed with your enquiry.

Alternatively, you can download the forms after you complete your enquiry. This will increase the speed at which your enquiry is processed.