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Consolidating Pensions

If you have had a number of different employments over the years you may have accrued several different pension plans too. No doubt each of the scheme values will vary and you may also have ‘contracted out’ of the State Second Pension (previously SERPS).

You might therefore be able to consolidate some or all of these different pots into one simplified plan. We regularly advise clients on the options available to them for consolidating pensions  and would like to help you too.

Of course there are instances when it would not be advisable to consolidate and we will certainly tell you if this is the case. Our approach is to set out all your options and the implications of each, in order to help you make an informed decision.

If the above strikes a chord, please click to read our case study on Pension Consolidation or call us on 01789 263257 for an initial discussion.

Case Study

John had several different pensions, no clear idea of their value and no recent reviews to ensure that they were still invested appropriately. Here’s how we helped him...

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