So you’ve spent the majority of your working life building up a number of pension funds and different pension types and now you are very close to retirement. It may be that the maturity pack(s) have already arrived from your pension providers and you’ve had a quick glance through the numerous pages of information, the various forms and the multitude of annuity options. If so, now is the time to call us.

You normally only get once chance to make a decision on what to do with your pension funds, so it is very important to ensure that you make the correct decision. At Simpson Financial Services we have expert Independent Financial Advisers who will listen to your plans for retirement and carefully explain the options available to you. After this, we should be able to work out the right option for you.

The options include:
Lifetime Annuities;
Temporary Annuities;
Medically Underwritten Annuities;
The Open Market Option;
Tax Free Cash Options and all the many alternatives to annuity purchases.

Once the right option has been established, it is then the task of finding the best annuity provider that will give you the optimal level of income for your pension fund(s). We do all this time consuming shopping around, in addition to negotiating the best deal for you.

When we have made our recommendation to you, we will also complete all the necessary application forms and documents for you, in addition to ensuring that the maturity options are dealt with in a timely manner.

To speak to one of our expert advisers, please call us on 0845 0179 578 or just complete the form opposite and we will contact you accordingly.