Contact IEP Financial

Pension Advice

Simply put, a pension is a tax efficient pot of money that is saved throughout your working life to provide a replacement income during retirement.

Staying up to speed

Recent legislative changes mean it’s important to know what benefits have previously accrued. As well as assess how valuable they are. Some older pensions have little nuggets of gold such as guaranteed annuity rates and are worth keeping.

Other older contracts have much higher charges and do not represent good value compared to more current schemes.

Pensions with defined benefits (final salary schemes), generally have retirement benefits. These are more generous than their defined contribution counterparts. As a result of these differences in pension contracts and changes in legislation, our pension advisers will instigate a comprehensive review process.

This can help you can gain an understanding of what pensions you have or should have. It can also show you how this matches your income expectation and hopes for retirement.

Contact IEP Financial

Questions about your finances?

See how our dedicated team of experts can help you. Please enter your details below - it takes less than 60 seconds to complete the form.

Prefer to email us?
Email us here

Send us an email to [email protected] and we'll be in touch with you very soon

In a hurry?
Call 01273 208813

Speak to a member of our friendly team today and a perfectly suited specialist will assist you.

Free Resources

Tax Planning For Pensions

If you are a high-earner and feel you are paying more and more tax, you are not alone.

Learn MoreDownloadable eBook

Forgotten Pensions

The extent to which pension pots are being forgotten about has been revealed in a study from Aviva.

Learn MoreDownloadable Fact Sheet

Income At Retirement

There comes a time when you stop working for your money and put your money to work for you.

Learn MoreDownloadable eBook

Saving For Retirement

Retirement is something most of us look forward to − particularly on a Monday morning.

Learn MoreDownloadable eBook
Life Expectancy Tool - Plan your pension pot Plan Your Pension Pot With This Life Expectancy Tool October 10, 2019 by IEP Financial - Know when to retire with this Life Expectancy Tool A simple life expectancy tool is all it takes to make… ...
How Long Will I Need To Save For? October 16, 2018 by IEP Financial - How long will your pension need to last? We are all living longer in the UK. On average, people aged… ...