Pension Advice In Teesside

Joslin Rhodes are Independent Pension Advice and Retirement Planning Specialists in Teesside.

We can advise you on:

• Pensions and Retirement Planning
• Defined Benefit Pension Transfers
• Pension Drawdown and Annuities
• Investments
• Estate Planning (incl. Wills, Trusts, Lasting Power of Attorney)
• and more

Whether you’ve contributed to the same pension for 35 years, or you’ve a trail of pensions scattered all over. We’ll help you make sense of it all.

We’ll work with you to answer the questions keeping you awake at night, like:

• When can I retire?
• Should I transfer my pension?
• Can I access cash from my pension?

Whatever the question, they usually all mean the same thing:

• Do I have enough and will I always have enough?

Our friendly team are here to help you answer them all, and more.

Using our unique PLAN HAPPY process, we’ll help you understand your pension options and explain how to fund your future.

Get advice on accessing your pensions

The normal minimum pension access age is currently 55. However, some schemes have rules where you may be allowed to access the plan early. We can establish the facts for each type of pension you hold.

Occupational Pension Transfer advice

We hold the permission of the Financial Conduct Authority (FCA) to advise on Defined Benefit (Final Salary and Career Average) Pension Transfers. This is not a service that all Financial Advisers can offer.

It’s free to find out if we can help

Call  01642 42 45 73  or fill in the form below and we’ll call you back.