Pensions

Let us guide you through the pension maze

"But I'm not retiring for years, why should I bother reviewing my pension at the moment?"

Well, can you answer 'Yes' to all of the following?

  • Do you know what type of pension plans you have?
  • Do you know their current value?
  • Do you know when you can take your pension?
  • Do you know what benefits they may provide at retirement?
  • Do you know what options will be available to you at retirement?

If any of the answers are 'No', then a retirement planning review may benefit you.

When Can I Get My Pension And What Are My Options?

It's a question that many people across the country will ask. Fortunately, Newcastle Financial Services Limited (NFSL) can help you decide what to do to release your pension pot…

After working for 40 plus years, retirement can be a fundamental change for many people who suddenly have time on their hands to pursue their hobbies and interests; perhaps being able to realise that long-held dream; to spend more time with family and friends; or to go on the holiday of a lifetime - without having to worry about going back to work!

Before you can enjoy the benefits of retirement, it pays to start planning as soon as possible. You may have spent many years building up your pension pot, but what should you do with it?

The free guide cuts through the jargon related to accessing pension funds by looking at the following areas:

How to plan early so that you can save time and effort when it comes to retiring.

Details on the many different types of pension available to you - occupational, personal and state pensions are covered, as well as everything in between.

A look at which pension you will get once you reach retirement and how to go about accessing them.

Why annuities are important when it comes to pension plans and the various types available.

Send me a guide

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We will use the information you have provided to send you the Guide you have requested and to follow up your request. We may also use your information to send you details of other products and services from the Newcastle Building Society Group, by post and email, unless you select the No box below.

We will not pass your details on to third parties for marketing purposes

Pension review

Newcastle Financial Service Limited (NFSL) financial review service will help you to establish your aims for retirement and what you will need to do in order to achieve this. They will also identify your existing arrangements and highlight any shortfalls these may have.

Just get in touch with us to arrange a no-obligation appointment and NFSL Financial Planning Managers can explain the options open to you.

They can discuss what your needs are in retirement and help you plan to meet those needs. Just get in touch by calling 0345 600 4330.

* Newcastle Financial Services Limited is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Services Authority.

Newcastle Financial Services Limited offers a 'restricted advice' service which means that they offer advice on products and services from a limited number of companies available through Openwork Limited.

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Need Some Help?

  • Speak to a Financial Planning Manager
    0345 600 43309am - 5pm Monday to Friday (local rate charge but calls from mobiles may cost more)
 
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