At Clarity IFA, we can help you with pension transfers. Our advisers can discuss your personal circumstances and tailor a service to your requirements. Offering our services to clients in Lothian, we want to ensure your pension provides you with the retirement lifestyle you desire.
For more information about pension transfers in Lothian, contact Clarity IFA on 0131 661 2777.
Discuss Your Pension Transfer
Since 2015, the UK ‘pension freedom’ rule has provided investors with more flexibility over their final salary pension retirement savings. From the age of 55, you can transfer your final salary pension to the following:
- A personal pension
- A stakeholder pension
- A pension scheme with another employer
- Self-invested personal pension (SIPP)
A pension transfer is a huge financial decision; therefore, it is important you consider both the advantages and disadvantages. One of the main advantages is greater flexibility and the ability to pass on wealth to your family. A disadvantage is the loss of guaranteed income and inflation protection.
Here at Clarity IFA, we can discuss your pension transfer and ensure you make the right decision for your financial future.
Other Available Services
In addition to pension transfers, we offer a wide range of services to our clients in Lothian and the surrounding areas. All our services are tailored to your aspirations and requirements. Some of the services we provide include:
- Wealth Management
- Inheritance Tax
Our advisers at Clarity IFA provide detailed and professional advice. We have a comprehensive understanding of UK pensions and can discuss what is best for you. Our specialised and unique pension transfer service discusses the advantages and disadvantages and helps you decide with confidence.
We are members of the Financial Conduct Authority which means only offer advice suitable to your circumstances. Furthermore, this also means we have whole of market access to financial products and services.
With a wealth of knowledge and expertise, our financial advisers at Clarity IFA are always on hand to help you. We understand that pensions may be confusing which is why we try to ensure you completely understand your finances. Our support is impartial and transparent.
Our professionals strive to build a strong, long-term relationship with all our clients. Your best interests are our priority.