Personal Pension Plans

Personal Pension Plans are essentially investment arrangements that provide an optional tax-free lump sum and income in retirement.  They can be taken out by any UK resident who is under 75 years of age.

You may alter your investment fund(s) at any time.

In the event of death before drawing your pension benefits a full return of fund is made to your estate or nominated beneficiaries.

In the event of bankruptcy, creditors are unable to get their hands on your pension fund.

Please contact us for further information.