Pension Clinics

Our free 30 minute chats are perfect if you just want to ask a few questions about pensions and see what you might need to do next.

 

A recent study found that 54% of people surveyed still find the new pension rules confusing, 43% are worried about running out of money in retirement and 36% are worried about being scammed*.

So would you say you’re a pension prodigy or a retirement rookie?

We have free Pension Clinics at all our branches to get you some answers to your pension questions. These free 30 minute sessions could help point you in the right direction when it comes to your pension and retirement options. Deciding how you’ll use your pension is a big decision, so it’s important you plan properly.

So whether you feel you have your retirement all sorted or you’re totally confused it’s worth having a chat with a financial adviser from Newcastle Financial Advisers by booking onto your local Pension Clinic.

Please bring any documents you have with you to this meeting.

Complete the form below to book now!

Use of data: The data collected will only be used for the purposes of fulfilling this request. The information won’t be used for marketing purposes.

 

Want to talk about something other than pensions? You can book a free chat with a Newcastle Financial Adviser to talk about Investments, Life Protection and Inheritance Tax planning, at a time that suits you.

With Newcastle Financial Advisers you only pay a fee if you decide to implement the advice.

*MetLife, Real Pension Freedom: The Delivery Score Card, April 2017.

 

There are risks involved with investing. The value of your investments and any income from them can fall as well as rise and you may not get back the amount you originally invested.

Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on Investments, Pensions, Life and Protection Insurance and Inheritance Tax Planning. Newcastle Financial Advisers Limited is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.