Who we can help
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.
Individuals who wish to accumulate pension investments beyond a current investment cap and who want to incorporate residential property in their pension portfolio.
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.