News from The Team

Pension Drawdown

We can help you understand your

Pension Drawdown Options.

You May Pay More Tax Than Needed If You take all your Pension At Once!

There Are Tax Efficient Ways To Access Your Pension
We Can Help!

We can help identify the most suitable
pension option for you
Annuities and Drawdown

Age 55 or over?

If you have a personal pension you could take as much as 25% as a tax free lump sum.


Keep up to date with the latest news and information from the pension annuity specialists, Pension Options Direct.

New Branch Opens in Bristol

We are proud to have opened our new office in Bristol We are delighted to now be able to provide clients with free consultations and guidance from our new Bristol Office.  We are able to invite clients into our office in the Gloucester Rd a vibrant area of Bristol. Our Continue reading
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Pension Reforms 2014/2015

Commentary The new Pension Reforms provide a significant change allowing people greater flexibility and responsibility over how they take their pension. It will be available from April 2015 with some concessions available now. In future everyone who has a non- Public Sector Pension Scheme will be able to take as Continue reading
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