Scottish Pension Advice & Retirement Planning
Scottish Pension Advice is here to support you with all of your pension questions and qualified advisors will help ensure you’re given holistic, tailored and relevant advice specific to your needs. Whether you’re in your early 20’s or starting to think about retirement, pension planning should feature throughout your adult life. We’ve helped people across Scotland with their pension and we’re here to help you too.
All advisors hold qualifications in financial planning and pensions advice. Pension advisors all have extensive experience advising people on how best to manage their money to meet their retirement goals, so you can rest in the knowledge that your pension is in safe hands. Over the past 5 years, pension advisers have achieved a 7% growth year on year, which demonstrates that we can enhance your pension pot too.
Regulated & Trusted Advice
It’s important when seeking pension advice that you always speak to a qualified and regulated pension advisor. You can check that your pension advisor is on the FCA register and holds the necessary qualifications to advise on your pension.
Free Pension Advice
You are under no obligation to proceed with any pension advice. Our goal is simple – to maximise the amount of money you have available for your retirement. We start by building a picture of your current situation and what you wish to do with your pension in retirement. You may wish to release your 25% tax free allowance to pay off your mortgage or you could be maximising your pension to offer it as inheritance to your family.
62% of 45 to 54 year old UK adults don’t know how much money is in their pension for retirement, but we can help. No matter your age or pension position, we can provide you with free support and advice from qualified, regulated professionals.
You may be ready to start taking your pension or just looking for help to plan for your future, whatever it is, we’re here to help.
Free Pension Review
Unsure where your pensions are or how much you have saved into your pensions? A free pension check will help you understand where you had a pension and how much money you have invested. It will also help you access, manage and enhance your pension effectively.
The check is 100% free and you may even be able to save money and maximise your pension pot for retirement.
My daughter was getting married and I was nearing retirement so wanted my tax free money out my pension. I’d read it was possible and looking back I’m glad I contacted you. The advisors were professional and explained everything in detail.
Pensions are confusing – it’s one of those things you just pay every month for your future. However, you’ve managed to simplify it for me and help me understand exactly where I stand financially.
I had no idea what pensions I had. I knew I had to start a pension early, but nearly 20 years later I didn’t know where my pensions were or how much I had. I’m pleasantly surprised!
Pension Advisory Service
Meet Bobby, one of many Scottish pension advisors that could guide you on how to best maximise and utilise your pension. A qualified, trusted and experienced advisor of financial services.
Our Financial Support
We’re here to help you through every stage of your retirement planning and ensure you receive the necessary support in every aspect of your pension.
We start the process with a friendly conversation. If applicable, we’ll gather information about your circumstances to enable you to receive qualified financial advice with the help of a regulated financial advisor. Scottish Pension Advice will be with you every step of your process to ensure you receive support which is tailored to your personal and financial needs.