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Are you thinking about accessing your pension?
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Whether you want to pay off your mortgage sooner, help with your child’s house deposit, take that dream holiday or start your
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retirement there are important things to consider before doing anything with your pension. We can help get the right plans in place.
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It’s easy to arrange a free financial review with a Prudential Financial Planning adviser. Simply fill in our online form and one
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of our advisers will call you back to arrange your review.
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Prudential Financial Planning advisers are qualified and experienced in financial
Sorry, we can’t tell you how much state pension you’ll get, or
planning and can advise on a carefully selected range of products from Prudential and other providers. This is known as a restricted advice service.
advise you on any existing annuities you have.
How we use your personal information We may receive your personal information from our Business Partners and/or direct from you. By submitting this form, you agree to the information you provided being passed from our Business Partner to us. You are also agreeing to our Data Protection Notice.
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Taking money from your pension You've a wide range of options for your pension pot. Having flexibility in how you can access your pension pot also means you’ve more to think about:
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You've a number of options, and each has different benefits and things to think about. So you might not be sure what to do.
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The tax you might have to pay. A complex area that is unique to you and your circumstances.
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How long your money will last and how long you need it to.
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Passing on your wealth to your loved ones and ensuring they benefit, not the taxman.
At Prudential Financial Planning we have been helping customers just like you. We have a team of advisers throughout the UK who are qualified in financial planning. We can review your finances, help you understand the choices you have and recommend the right options for you.
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We can help you make sense of your pension options It can be confusing to know which option is right for you. But there’s no need to feel overwhelmed, our team of qualified advisers are here to help.
Flexible cash or income
Guaranteed income
Also known as drawdown, you can take your money as and when you want to.
Take it as cash Take your pot as cash in stages or in one go
Or annuity, this is where you get a regular income for life
Leave it where it is
Combination of options
But still plan for the future
Or choose to combine any of the options available to you
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We’ve been helping people, just like you. Here’s what some of our customers have said: "I only wish I had been able to speak to someone sooner than I did but that was mainly down to me thinking my pension would not be worth very much.*". "Your adviser was professional, friendly and gave me a solution to a longstanding pension related problem.*" "We were very impressed with the knowledge, professionalism and high level of service provided... We were led from our rather gloomy outlook on our future circumstances to a confident assurance that we will actually have a very comfortable retirement. All of our needs were taken into account, our options were clearly explained and we are very happy with the great service we have received and, of course, the financial products we have bought.*" *From Prudential Financial Planning customers, collated between January & April 2018.
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How we use your personal information We may receive your personal information from our Business Partners and/or direct from you. We will use your personal information to arrange a suitable date and time for an appointment with a Financial Adviser. For a copy of our latest Data Protection Notice, please visit www.pru.co.uk/mydata. This provides further information of other reasons we may use your personal information for (including any sensitive personal information), who we may share it with and your rights around your personal information. Alternatively, you can request a hard copy to be sent to you by writing to The Data Protection Officer, Customer Service Centre, Lancing, BN15 8GB.