Services designed around your needs

Choose the level of support that fits your situation. All prices are fixed and transparent.

Pension Review & Consolidation

£425.00

Complete analysis of all your pension holdings with consolidation recommendations.

What's included:

  • Tracing of all pension pots from previous employers
  • Fee analysis across all holdings
  • Performance comparison against benchmarks
  • Consolidation strategy with projected savings
  • Written report with step-by-step implementation guide

Retirement Income Planning

£595.00

Map out sustainable income strategies for your retirement years.

What's included:

  • Income needs assessment based on your lifestyle goals
  • Withdrawal rate modeling using current holdings
  • Longevity risk analysis and mitigation strategies
  • Sequence of returns risk evaluation
  • Multiple income scenario projections
  • Comprehensive written plan

Tax-Efficient Withdrawal Strategy

£375.00

Minimize tax burden when accessing your pension savings.

What's included:

  • Current tax position analysis
  • Optimal withdrawal sequencing from different pension types
  • Personal allowance and tax band utilization strategy
  • 25% tax-free lump sum timing recommendations
  • Ongoing tax planning guidance

State Pension Optimization

£225.00

Maximize your state pension entitlement and identify contribution gaps.

What's included:

  • Full National Insurance record review
  • State pension forecast analysis
  • Gap identification and voluntary contribution recommendations
  • Deferral vs immediate claiming comparison
  • Cost-benefit analysis of filling contribution gaps

Workplace Pension Maximization

£295.00

Optimize your current workplace pension for maximum long-term benefit.

What's included:

  • Current contribution rate analysis
  • Employer matching optimization strategy
  • Fund selection review and recommendations
  • Salary sacrifice vs net pay arrangement comparison
  • Contribution increase modeling and projections

Full Retirement Roadmap

£895.00

Comprehensive retirement planning covering every aspect of your financial future.

What's included:

  • All elements from individual services combined
  • Complete pension holdings audit and consolidation plan
  • Retirement income projection with multiple scenarios
  • Tax-efficient withdrawal sequencing strategy
  • State pension optimization analysis
  • Estate planning considerations
  • Annual review session included
  • Detailed 40+ page written report

How the process works

1

Select your service

Choose the service that matches your needs and submit your request.

2

Initial consultation

We'll contact you within 24 hours to schedule a call and gather necessary information.

3

Analysis phase

We conduct a thorough review of your pension situation and develop recommendations.

4

Delivery & support

Receive your written report and implementation guidance, with follow-up support included.

Ready to take the next step?

Select a service above or contact us to discuss which option suits you best.

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