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Tax Free Cash Expert Investment Advice

Pension Release – Tax-Free Cash From Your Pension

Are you over 55? Did you know that you could release a tax-free cash sum from your pension now without taking your pension income. The cash can be used for any purpose including paying off personal debt.

What is Pension Release?

Pension Release is a flexible alternative to purchasing an annuity. If you are 55 years of age or over and have a suitable amount in your pension fund then you can release a tax–free cash lump sum of up to 25% of that pension without having to retire or take an income.

If you are 55 years of age or over not only can you take tax-free cash, but you can also take an unsecured pension. Alternatively, any remaining fund after tax-free cash will continue to be invested until you decide to retire.

Pension Release is not suitable for everyone and other ways of raising capital should always be considered.

Call Gary or Philip at the Pension Release Advisory Bureau on 0845 6039376.

Pensions schemes are a complex area, so before making any decision why not ring either Gary Naylor or Philip Pryke for a free initial consultation.

Gary and Philip provide an advisory service second to none and they can explain your options in plain English and recommend the best way forward.

Please remember - this is a free service.

Both Gary and Philip are fully qualified independent financial advisers and are committed to treating all their customers fairly and endeavour always to give the very best advice.

Alternatively, complete the enquiry form below and we will send you a free information pack.

The Next Step
  • To explore your options we will ask you for your written authority to contact your existing pension provider(s) on your behalf, and gather up to date information about your arrangement.
  • Once we have this information, one of our qualified advisers will contact you and advise you as to your options and the best way forward.

Please remember - if you access your tax-free cash now then the benefits will be less than if you waited until your planned retirement age. Therefore, pension release will only suit a limited number of people.

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