Pensions

/Pensions
Pensions 2017-10-29T18:24:03+00:00

Your Choices

Company Pension Transfer

Company Pension Transfer

Transfer a frozen company final salary scheme or money purchase pension scheme that you were a previous member of into a single pension plan you can be any age.

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Pension Transfer

Pension Transfer

Transfer one or more personal pensions and or past company schemes into a single pension plan, you can be any age.

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Tax Free Cash

Tax Free Cash

You can get your Tax Free cash from your current personal pension, frozen Personal Pensions or previous company schemes you are no longer a member of from age 55 onwards.

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Pension Drawdown

Pension Drawdown

You can transfer some or all of your old pension schemes into a Flexi Access Drawdown to get your Tax free Cash and extra income if you need it from age 55.

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Annuity

Annuity

Use some or all of your pension fund to buy an income for life better known as an annuity. There are various types available to suit all.

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Enhanced Annuity

Enhanced Annuity

If you smoke or you are in less than good health an Enhanced or Impaired Annuity may give you more income.

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Examples

For a more in depth walk through of a typical case, take a look through a selection of examples.

What do our customers say about us?

We love our customers and are fully dedicated to keeping their trust by providing them with the best advice to fit their needs.

Dear First Place Financial Ltd

Thank you for your help with my transfer. I have now been able to use the Tax Free Cash to reduce my mortgage which has made me better off each month. Things are looking up.

Mr A, Newcastle

Having bought my flat from the council a few years ago they decided to re roof the block and whilst it was free to council tenants, those like me who had bought in good faith were sent a bill from the council for our share of the cost. Thanks to your help we were able to get his money by way of Tax Free Cash from one of my old pensions and we were able to settle the council bill without any further borrowing. Now the income pays for a nice holiday each year.

Mr & Mrs G, Glasgow

We asked for help regarding our retirement planning. First Place Financial Ltd were able to check every policy that we had and then offer relevant and clearly understandable advice to us about what we can and can’t do and as such we formulated a plan which was best for us. Thank you so much for all of your help.

Mr & Mrs P, Devon

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