Pensions

Confused about your Pension?

With more options available to access your pension than ever before, it’s important to make sure you have a plan tailored to meet your needs.

If you’re starting to think about retirement there are a few things you should know;

  • What type of pension plans you have?
  • Their current value?
  • When you can access your pension?
  • What benefits they may provide at retirement?
  • What options will be available to you at retirement?

The Financial Planning Managers at Newcastle Financial Services can review all of these questions with you at a face to face appointment, assess your goals and create a plan just for you. They know the pros and cons of the different options available and can guide you through the whole process making it as straightforward as possible.

 

After working hard for many years it pays to have a plan in place so you can enjoy the benefits of retirement. Get your free copy of the jargon free Pension Guide today.

Send me a guide

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We will use the information you have provided 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 have ticked the box above. We will not pass your details on to third parties for marketing purposes

Are you confused about your pension options?

Call now to arrange to speak to a Financial Adviser

0345 600 4330

9am - 5pm Monday to Friday (local rate charge but calls from mobiles may cost more)

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 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.

Pension review

Newcastle Financial Service 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 Newcastle Financial Services 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.

 

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 haven't selected the box above.

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

Newcastle Financial Services Limited (NFSL) is an appointed representative of Openwork, one of the largest financial services companies in the UK. Openwork Limited is authorised and regulated by the Financial Conduct Authority. NFSL only provides 'restricted' advice. This means NFSL can only provide advice on products from a limited number of providers accessible through Openwork.