Joslin Rhodes Joslin Rhodes
  • What We Do
    • Pensions Advice & Retirement Planning
    • Equity Release Advice
    • Estate Planning Advice
    • Final Salary Pension Transfer Advice
  • Who We Are
    • Meet The Team
  • How We’ll Help
  • Contact Us
  • Blog
    • Equity Release Advice
      • Types of equity release schemes
        • What Is a Lifetime Mortgage?
      • Equity Release Interest Rates
      • Equity Release Age Limits
      • Equity Release For Home Improvements
      • Whats the catch with equity release?
      • Equity Release To Buy A Second Property
        • Equity Release Vs Remortgaging
      • Equity release and Death
        • Does Equity Release Reduce Inheritance Tax?
      • Equity Release Council
      • Alternatives to Equity Release
      • Will Equity Release Affect My Benefits
      • Does Equity Release Affect Your Credit Score
      • Equity Release Solicitors What do they do and why are they needed?
      • The Best Equity Release Providers In The UK
      • Can Equity Release be Missold?
      • Can Equity Release be Paid Off Early
      • Is Equity Release Regulated by FCA
      • How Long Does The Equity Release Process Take?
      • Equity Release and Deprivation of Assets
    • Pension & Retirement Planning Advice
      • Can I retire at 55?
      • When can I retire (Age Breakdown)
      • What is the most important part of retirement planning?
      • Pension Consolidation
      • Final Salary Pension Transfer Advice
        • What’s the difference between Final Salary (Defined Benefit) and Defined Contribution pensions?
      • Defined Contribution Transfers
      • Pension Drawdown
        • Annuity Vs Drawdown
        • Claiming tax back on pension drawdown
        • How long does pension drawdown take?
      • Annuity Pensions
      • State Pension
        • When Can I Retire?
        • National Insurance Contributions (NICs)
      • Do you pay tax on a SIPP?
      • Are you emotionally ready to retire?
      • Can I Retire and Still Work?
      • Ill Health & Terminal Illness Retirement
      • What is Money Purchase Annual Allowance (MPAA)
      • What is an AVC Pension?
      • Bonus Sacrifice – How to save tax
      • Pension Sharing Order

Based in the North East? Need Independent Pension & Retirement Planning Advice?

Book my free consultation
Menu
Joslin Rhodes
09 May
Uncategorized

National Minimum Wage 2022

  • May 9, 2022
  • By Tom Mark Tom Mark
  • 0 comments
Facebook Twitter Pinterest linkedin Telegram
What is the National Minimum Wage? The National Living Wage...

Continue reading

10 Apr
Equity Release

Equity Release to Buy a Holiday Home Abroad?

  • May 2, 2022
  • By Tom Mark Tom Mark
  • 0 comments
Facebook Twitter Pinterest linkedin Telegram
If you are looking for a lump sum of cash, then you have probably considered taking equity release on your home. ...

Continue reading

13 Mar
Equity Release

Does Equity Release Affect Your Credit Score

  • March 13, 2022
  • By Tom Mark Tom Mark
  • 0 comments
Facebook Twitter Pinterest linkedin Telegram
When you're looking to release equity from your home, one of the questions you're likely to ask is how it will af...

Continue reading

06 Mar
Equity Release

Will equity release affect my benefits

  • March 6, 2022
  • By Tom Mark Tom Mark
  • 0 comments
Facebook Twitter Pinterest linkedin Telegram
The government will assess your entitlement to means-tested state benefits based on your capital, savings and inc...

Continue reading

01 Mar
Pension Advice

how to claim tax back on pension drawdown

  • March 6, 2022
  • By Tom Mark Tom Mark
  • 0 comments
Facebook Twitter Pinterest linkedin Telegram
One of the drawbacks of entering into a flexible drawdown is that you may be taxed at the emergency rate of 45% n...

Continue reading

25 Feb
Pension Advice

How long does pension drawdown take?

  • March 1, 2022
  • By Tom Mark Tom Mark
  • 0 comments
Facebook Twitter Pinterest linkedin Telegram
The time it takes to release money in the form of pension drawdown will vary depending on the type of pension fun...

Continue reading

21 Feb
Pension Advice

Bonus Sacrifice – How to save tax

  • March 1, 2022
  • By Tom Mark Tom Mark
  • 0 comments
Facebook Twitter Pinterest linkedin Telegram
If you’ve ever made a bonus and seen how much income tax you’ve paid then it's highly likely you’ll have wanted t...

Continue reading

15 Feb
Pension Advice

Pension Sharing Order

  • February 20, 2022
  • By Tom Mark Tom Mark
  • 0 comments
Facebook Twitter Pinterest linkedin Telegram
Getting divorced is a wildly unsettling time for everyone involved, in December 2000 divorce pension sharing was ...

Continue reading

11 Feb
Equity Release

Equity release and Death

  • March 1, 2022
  • By Tom Mark Tom Mark
  • 0 comments
Facebook Twitter Pinterest linkedin Telegram
You're likely wondering what happens to your own or a loved one's equity release plan when the person who took on...

Continue reading

10 Feb
Equity Release

What Is a Lifetime Mortgage?

  • February 10, 2022
  • By Tom Mark Tom Mark
  • 0 comments
Facebook Twitter Pinterest linkedin Telegram
A lifetime mortgage is a loan secured against your home, provided it is your primary residence, that you retain o...

Continue reading

Load more posts
Loading...
close

Real Advice, For Real People

Independent Financial Advisors

Our experts can advise you on:

  • When you can afford to retire
  • How much money you'll need in retirement
  • How to make the most of your pensions and other assets to fund your lifestyle
  • Pension Drawdown
  • Annuities
  • Pension Transfers and Switches
  • Taking Your Tax Free Lump Sum
  • Defined Benefit / Final Salary Pensions
  • Tax Efficient Pension Withdrawals
  • Investments
  • Savings - ISAs
  • Will Writing
  • Lasting Power of Attorney
  • Pension Trusts - Helping Protect Your Home and Savings from Care Fees
  • Care fees Planning
  • Inheritance Tax Planning

Want to discuss your pension options?

Have us call you

033 0133 3035

4.9 out of 5 star on VouchedFor

"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing..."

Mr. W

Keep up to date with our pension newsletter

Address

Joslin Rhodes,
The Planning Rooms,
Wellington Court,
Preston Farm,
Stockton on Tees,
TS18 3TA

What We Do

Retirement Planning
Final Salary Pension Advice
Pension Drawdown
Pension Consolidation
Estate Planning Advice
Equity Release Advice
Financial Advisers Middlesbrough
Financial Advisers Newcastle
Lifestyle

Useful links

Careers
Blog
Covid 19
Terms & Conditions
Privacy Policy
Cookies Policy
East Midlands
North East
HTML Site Map

Questions

Equity Release Interest Rates
Equity Release Calculator
Annuity vs Drawdown
How Long Does Pension Drawdown Take?
How much do I Need to Retire?
Pension Lump Sum Tax

Follow Us
Facebook Twitter Instagram YouTube linkedin
Latest news via email

Keep up to date with the latest financial & retirement planning advice in our newsletter.

Joslin Rhodes Pension & Retirement Planning is a trading name of PlanHappy Investment Management Limited (company number 09511883) which is authorised and regulated by the Financial Conduct Authority, firm reference number 833492. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed.

PlanHappy Pension Specialists is a trading name of Joslin Rhodes Lifestyle Financial Planning Limited (company number 484324) which authorised and regulated by the Financial Conduct Authority, firm reference number 06446109. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed decision.

Call Us Find out if we can help 👉
© 2021 Joslin Rhodes Pension & Retirement Planning. All rights reserved. Creative Commons Licence
Joslin Rhodes Content & Images by Joslin Rhodes Pension & Retirement Planning is licensed under a Creative Commons Attribution-NoDerivatives 4.0 International License.
Based on a work at https://www.joslinrhodes.co.uk.

Download Your FREE Guide Today

Tell us where to send your guide below

  • What We Do
    • Pensions Advice & Retirement Planning
    • Equity Release Advice
    • Estate Planning Advice
    • Final Salary Pension Transfer Advice
  • Who We Are
    • Meet The Team
  • How We’ll Help
  • Contact Us
  • Blog
    • Equity Release Advice
      • Types of equity release schemes
        • What Is a Lifetime Mortgage?
      • Equity Release Interest Rates
      • Equity Release Age Limits
      • Equity Release For Home Improvements
      • Whats the catch with equity release?
      • Equity Release To Buy A Second Property
        • Equity Release Vs Remortgaging
      • Equity release and Death
        • Does Equity Release Reduce Inheritance Tax?
      • Equity Release Council
      • Alternatives to Equity Release
      • Will Equity Release Affect My Benefits
      • Does Equity Release Affect Your Credit Score
      • Equity Release Solicitors What do they do and why are they needed?
      • The Best Equity Release Providers In The UK
      • Can Equity Release be Missold?
      • Can Equity Release be Paid Off Early
      • Is Equity Release Regulated by FCA
      • How Long Does The Equity Release Process Take?
      • Equity Release and Deprivation of Assets
    • Pension & Retirement Planning Advice
      • Can I retire at 55?
      • When can I retire (Age Breakdown)
      • What is the most important part of retirement planning?
      • Pension Consolidation
      • Final Salary Pension Transfer Advice
        • What’s the difference between Final Salary (Defined Benefit) and Defined Contribution pensions?
      • Defined Contribution Transfers
      • Pension Drawdown
        • Annuity Vs Drawdown
        • Claiming tax back on pension drawdown
        • How long does pension drawdown take?
      • Annuity Pensions
      • State Pension
        • When Can I Retire?
        • National Insurance Contributions (NICs)
      • Do you pay tax on a SIPP?
      • Are you emotionally ready to retire?
      • Can I Retire and Still Work?
      • Ill Health & Terminal Illness Retirement
      • What is Money Purchase Annual Allowance (MPAA)
      • What is an AVC Pension?
      • Bonus Sacrifice – How to save tax
      • Pension Sharing Order
Scroll To Top
We use cookies to improve your experience on our website. By browsing this website, you agree to our use of cookies.
More info Accept