Sounds simple, but how much does it cost?
We will investigate your pension and provide you with a written report which sets out our recommendation.
In the report we will provide you with a quotation detailing all the costs. For example your pension company may deduct monies as a penalty for you taking the funds now. Any pension company recommended has setting up charges that would be deducted, out of which they would pay our fees by way of commission.
As we said earlier, pension schemes are complicated and have different sets of rules and regulations therefore the amount of work we have to do varies for each person. Sometimes we need to charge an amount in addition to any payment we receive from the pension company. This would be deducted from your cash sum before it is sent to you (so you don't have to write us a cheque at any time). This will be confirmed in writing before you make any decisions.
This service applies to pensions within the UK. Unlocking your pension will mean that your income will probably be considerably less than you could expect if you waited until your normal retirement date and as such is only suitable for a very limited number of people and circumstances.
