Pensions

Wealth Protection

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.

Call  Today or Drop us an email to book a consultation (1hr) as we need time to set everything up for you ...click here

Projects in Financial Security do not offer Financial Advice. Instead we will introduce all interested clients to an FCA authorised partner firm.

Projects in Financial Security Limited.    Registered in England and Wales 07002512.    Registered Office 1st Floor 2 Woodberry Grove North Finchley London N12 0DR.
Telephone +44 (0) 20 8720 6520   Email: enquiries@projectsinfinancialsecurity.co.uk