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Pensions and Retirement Planning

Helping you achieve your retirement goals.

Unbiased expert pension and retirement planning advice


Whatever stage of life you are at, we offer unbiased expert pension and retirement planning advice. Our professional, qualified Independent Financial Advisers will look at whether your current pension arrangements are likely to help you achieve your retirement goals. If not, we will recommend actions to take and the likely effect of them in order to secure your financial future.

We ensure that you fully understand all of your numerous retirement options and that you don’t have to take the first offer from your existing pension provider. There is nearly always better value to be had from the open market when considering annuities and the new flexible pension option should also be fully considered.

Our impartial advice takes into account all of this as well as the latest retirement and pension legislation, including the new limits on lifetime allowances. If necessary, we will also recommend any steps you can take to limit your tax liabilities.

We can also review all of your existing arrangements and look at the performance of the underlying funds, the charges being levied and assess the projected income at your chosen retirement date. Call us now on 0114 235 3500 or email us at: advice@hamnettwealth.com to arrange a free consultation.

Defined Pension Transfer Benefits


Hamnett Wealth Management have adopted the Pension Transfer Gold Standard. This means we have committed to an advice process that is underpinned by adherence to nine principles. These are designed to empower you to:

• Make an informed decision on whether a transfer of your pension benefits is appropriate for you
• Help in understanding what good advice in this area should look like.

To find out more about the advantages and disadvantages of transferring your pension, please download our Pension Transfer Brochure.

You could also consider a free guidance session via the Money and Pensions Service. To speak to one of their impartial pension experts call 0800 138 7777 or for webchat visit: https://www.pensionsadvisoryservice.org.uk/TPASChat

Pension Transfer Advice is complex and can be viewed as expensive. It’s important you have enough understandable information about the generic advantages and disadvantages to enable you to decide whether to go on to take advice on the transfer or conversion of your pension benefits.

An independent company called Money Alive have produced a short video that gives you some basic details about the different types of pension schemes. This will help you understand some of the issues around different pension arrangements. We would like to thank Money Alive for making this video available:

Video

Money Alive - Stay or transfer?

Chartered Status

Our prestigious Chartered status shows we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. You can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

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SOLLA Accredited Later Life Adviser

Jonathan Rowley, Director and Chartered Financial Planner, is also a SOLLA Accredited Later Life Adviser. SOLLA helps people and their families in finding trusted accredited financial advisers who understand financial needs in later life. The Later Life Adviser Accreditation (LLAA) has now become established as the industry standard of excellence for those advising in the later life market.

“Thank you for all your help and patience in assisting me with my finances. After the death of my husband, I did not know what to do with all the lawyers papers and am embarrassed to say I had no idea what it all meant. My husband used to deal with everything. You made sense of it all and I now feel that I have had a huge weight lifted off my shoulders. Thank you.”

Mrs L, Dore, Sheffield

“Just a quick note to say thank you for sorting out my various pension plans that I had accumulated over the years. I had lost track of what I should be doing and was surprised to see how poor the performance was of some of the older plans. Your report was very thorough. I now feel that I am on target for retiring at sixty-five. I would also like to thank your wonderful staff who were always helpful and attentive to me.”

Mr S, Bradway, Sheffield.

As a trustee of a final salary pension scheme, I was very dissatisfied with my previous pensioner trustees. My accountant recommended you and I am very happy to see that we are now receiving correspondence when we should.”

Mr C, Dronfield

“Having been the victim of an accident at work, my solicitor recommended that I speak with you. I received a substantial award for my injuries and I needed to ensure that the money would last me for the rest of my life. I cannot thank you enough for all your help and also for explaining things in such a way that I understood what we were doing and knowing we had considered all the options available.”

Mr B, Chesterfield