Retirement Planning Advice

What do you want to achieve in your retirement? Perhaps it feels a long way away or you could be 55 or over and thinking about your tax free money from your pension for a round the world trip?

Many people contact us to discuss their pensions and we’re delighted to help. Our support is free and we’ll guide you to help avoid any pitfalls with the help of our partner pension company.

More recently, we helped people looking to take their tax free cash so they can help their children with a mortgage, wedding or investment. If you would like to do the same, we can help.

Alternatively, you may be thinking about how you plan to retire and what finances you’ll have to live on. You could have multiple pensions and be unsure what options you have available. Well at Scottish Pension Advice we aim to make the process simple and easy for you so you can access the right information from the right qualified person. We gather the necessary information, understand your situation and ensure you receive advice from a qualified advisor.

Regulated Advisors. Caring Professionals.

All of our pensions advisors are qualified and regulated by the Financial Conduct Authority to provide pensions advice and financial planning.

You can meet with our advisors face to face in our offices or we may be able to visit your home too. The first step is to enquire for a free pension review or have a chat on the telephone.

Retirement Questions?

If you have questions about retirement and your pension then we can help answer them. Some of the most common questions we’re asked about retirement are:

• How much of a lump sum can I take?
• What will my monthly income be from my pension?
• When can I start to take my pension?
• I want to use my tax free allowance for a special purpose, is that possible?

For answers to these and many more questions please get in touch and we’ll ensure a qualified advisor is available to provide you with tailored, holistic pensions advice.