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.
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:
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.
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.
Mrs L, Dore, Sheffield
Mr S, Bradway, Sheffield.
Mr C, Dronfield
Mr B, Chesterfield
