Who we can help

Annuities
Those with pension assets for whom purchasing an annuity would mean ‘losing’ their pension ‘pot’.
So, members and ex-members of company pension schemes with transfer values in excess of £350,000 and holders of PPP, SSAS or SIPP schemes of similar value.

Asset Classes
Individuals who wish to accumulate pension investments beyond a current investment cap and who want to incorporate residential property in their pension portfolio.

Income
Individuals who do not wish to have their pension income capped.

People who wish to have a totally flexible tax free income source in their retirement.

Tax on Death
People who do not wish their pension assets to be subject to taxation on death.