As you’ve probably spent your whole working life paying into your pension, you’d be forgiven for thinking that taking the first step to reviewing it would be complicated, time-consuming and costly. However, the reality it can be quite the opposite – you could even do it in your lunch break.
Here at Tilney, we want to make sure that everyone is on top of their pensions so we’re offering no-obligation telephone pension consultations. To book yours now, complete this short form.
Having enough time
Once you’ve completed the pension consultation form, we will get back to you to confirm a suitable date and time. The consultation will usually last around 20 minutes and involves a phone call with a qualified financial adviser and pension expert. You’ll even have enough time left to pop out and get a sandwich afterwards!
Looking at your priorities
If you spend your lunch breaks trawling social media and news websites or roaming around the local shops, now might be the time to consider doing something really productive with your time. By having a pension consultation our experts could help you to:
- Understand your retirement goals and objectives
- Understand your existing retirement and pension arrangements
- Consider the various options available to take pension benefits tax-efficiently
- Look at ways to pass on your pension to your loved ones
You really could get the ball rolling and change the course of your retirement in just one lunch break. Simply complete this short form to book your pension consultation today.
The next steps
Our pension experts will look at your pensions and help you to understand what you have. They can also give you general information about pensions, but they can’t give you a personal recommendation during the first call.
If you do need personalised advice, they will discuss and agree the next steps with you, together with any associated costs or charges.
Book a pension consultation
If you want to do something more productive with your lunch break and would like some help with your pensions, why not book your pension consultation today? Fill in this short form, email us at firstname.lastname@example.org or call us on 020 7189 2400. We will then be in touch to arrange a convenient date and time for your consultation. And don’t worry if you can’t find any spare time during your lunch breaks – our pension experts are here all day and they would be happy to speak to you whenever is most convenient.
This article was previously published on Tilney prior to the launch of Evelyn Partners.