Pension Advisor

Once you have completed our secure pension release application, you will then be assigned a pension advisor. The role of the pension advisor will be:

• Initiate contact with you (via telephone)
• Discuss with you the best options for you to consider in relation to your early pension release
• Handle all matters in respect of your tax free cash return on your pension release
• Aranage all annual and triennial reviews and fund monitoring.

Our pension advisors are highly trained pension specialists and will ensure you get the very best deal – you will soon have a tax free lump sum to spend as you wish!!